CMP
Courage Miller Partners Portfolio holdings
AUM
$332M
1-Year Est. Return
12.42%
This Fund
S&P 500
1 Year Est. Return
+12.42%
AUM
$332M
AUM Growth
-$1.47M
(-0.44%)
Holding
85
Top Buys
| 1 | +$195K | |
| 2 | +$163K | |
| 3 | +$158K | |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
+$99.6K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$96.9K |
Top Sells
| 1 | +$1.61M | |
| 2 | +$896K | |
| 3 | +$439K | |
| 4 |
Amazon
AMZN
|
+$370K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
+$321K |
Sector Composition
| 1 | Technology | 0.73% |
| 2 | Communication Services | 0.68% |
| 3 | Consumer Discretionary | 0.52% |
| 4 | Industrials | 0.47% |
| 5 | Financials | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core US Aggregate Bond ETF
AGG
$141B
| $280K | 0.08% |
2,805
-1
|
|
||
77
McDonald's
MCD
$243B
| $270K | 0.08% |
883
|
|
||
78
iShares Select U.S. REIT ETF
ICF
$2.11B
| $265K | 0.08% |
4,437
-2
|
|
||
79
iShares Global Healthcare ETF
IXJ
$4.29B
| $244K | 0.07% |
2,510
|
|
||
80
Philip Morris
PM
$291B
| $241K | 0.07% |
1,500
|
|
||
81
S&P Global
SPGI
$132B
| $239K | 0.07% |
458
-137
|
|
||
82
Invesco S&P MidCap 400 GARP ETF
GRPM
$514M
| $238K | 0.07% |
1,983
|
|
||
83
iShares Russell Mid-Cap ETF
IWR
$49.4B
| $227K | 0.07% |
2,354
|
|
||
84
Travelers Companies
TRV
$66.7B
| $219K | 0.07% |
755
|
|
||
85
Schwab US Broad Market ETF
SCHB
$38.7B
| – | – |
-8,075
|
|