CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
1-Year Return
9.72%
This Quarter Return
+2.79%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$240M
AUM Growth
+$3.81M
(+1.6%)
Cap. Flow
-$2.5M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
76
New
2
Increased
22
Reduced
35
Closed
–
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$213K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$205K |
| 3 |
iShares North American Natural Resources ETF
IGE
|
$180K |
| 4 |
Vanguard Total Bond Market
BND
|
$175K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$171K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.65M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$694K |
| 3 |
Schwab International Equity ETF
SCHF
|
$421K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$379K |
| 5 |
Exxon Mobil
XOM
|
$238K |
Sector Composition
| 1 | Technology | 0.96% |
| 2 | Financials | 0.62% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Energy | 0.56% |
| 5 | Industrials | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$318B
| $204K | 0.09% |
1,299
| – | – |
|