CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.23M
3 +$1.1M
4
AAPL icon
Apple
AAPL
+$760K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$664K

Sector Composition

1 Consumer Discretionary 0.62%
2 Technology 0.46%
3 Financials 0.43%
4 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.09%
+1,029
77
-16,057