CMP
Courage Miller Partners Portfolio holdings
AUM
$334M
1-Year Est. Return
8.59%
1 Year Est. Return
+8.59%
AUM
$334M
AUM Growth
+$18.1M
(+5.8%)
Holding
87
Top Buys
| 1 | +$2.18M | |
| 2 | +$1.96M | |
| 3 | +$1.75M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.74M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$672K |
Top Sells
| 1 | +$1.57M | |
| 2 | +$852K | |
| 3 | +$847K | |
| 4 |
SPDR Gold Trust
GLD
|
+$531K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$527K |
Sector Composition
| 1 | Technology | 0.75% |
| 2 | Consumer Discretionary | 0.6% |
| 3 | Communication Services | 0.57% |
| 4 | Industrials | 0.47% |
| 5 | Financials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$218B
| $268K | 0.08% |
883
|
|
||
77
Wahed Dow Jones Islamic World ETF
UMMA
$171M
| $261K | 0.08% |
9,468
+212
|
|
||
78
Eli Lilly
LLY
$954B
| $248K | 0.07% |
325
|
|
||
79
Philip Morris
PM
$244B
| $243K | 0.07% |
1,500
|
|
||
80
Invesco S&P MidCap 400 GARP ETF
GRPM
$504M
| $239K | 0.07% |
1,983
|
|
||
81
iShares Russell Mid-Cap ETF
IWR
$45.9B
| $227K | 0.07% |
2,354
|
|
||
82
Vanguard S&P 500 ETF
VOO
$802B
| $227K | 0.07% |
370
+14
|
|
||
83
iShares Global Healthcare ETF
IXJ
$4.48B
| $222K | 0.07% |
2,510
|
|
||
84
Travelers Companies
TRV
$65.2B
| $211K | 0.06% |
755
|
|
||
85
Schwab US Broad Market ETF
SCHB
$38.3B
| $208K | 0.06% |
+8,075
|
|
||
|
86
SPDR Gold Trust
GLD
$142B
| – | – |
-1,742
|
|
||
87
Intuitive Surgical
ISRG
$202B
| – | – |
-438
|
|