CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+11.17%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$218M
AUM Growth
+$218M
(+17%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
57.26%
Holding
78
New
7
Increased
23
Reduced
36
Closed
1
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.35M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.23M |
| 3 |
Schwab US REIT ETF
SCHH
|
$1.1M |
| 4 |
Apple
AAPL
|
$760K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$664K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Small-Cap ETF
VB
$66.1B
| $200K | 0.09% |
+1,029
| New | +$200K |
|
|
BSCK
77
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
| – | – |
-16,057
| Closed | -$342K |
|