CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
-0%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$295M
AUM Growth
+$295M
(+1.1%)
Cap. Flow
+$3.89M
Cap. Flow
% of AUM
1.32%
Top 10 Holdings %
Top 10 Hldgs %
64.66%
Holding
83
New
3
Increased
31
Reduced
22
Closed
1
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$1.14M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.01M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$397K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$320K |
| 5 |
Schwab US REIT ETF
SCHH
|
$264K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.13M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$332K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$229K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$103K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$44.4K |
Sector Composition
| 1 | Technology | 0.84% |
| 2 | Financials | 0.76% |
| 3 | Consumer Discretionary | 0.6% |
| 4 | Energy | 0.42% |
| 5 | Industrials | 0.42% |
