CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
1-Year Est. Return
9.72%
1 Year Est. Return
+9.72%
AUM
$295M
AUM Growth
+$3.09M
(+1.1%)
Holding
83
Top Buys
| 1 | +$1.14M | |
| 2 | +$1.01M | |
| 3 | +$397K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$320K |
| 5 |
Schwab US REIT ETF
SCHH
|
+$264K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$332K | |
| 3 | +$229K | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$103K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$44.4K |
Sector Composition
| 1 | Technology | 0.84% |
| 2 | Financials | 0.76% |
| 3 | Consumer Discretionary | 0.6% |
| 4 | Energy | 0.42% |
| 5 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$243B
| $238K | 0.08% |
+1,500
|
|
||
77
SP Funds S&P 500 Sharia ETF
SPUS
$1.61B
| $231K | 0.08% |
+5,934
|
|
||
78
iShares Global Healthcare ETF
IXJ
$4B
| $229K | 0.08% |
2,510
|
|
||
79
Intuitive Surgical
ISRG
$156B
| $217K | 0.07% |
438
|
|
||
80
Wahed Dow Jones Islamic World ETF
UMMA
$167M
| $211K | 0.07% |
+8,839
|
|
||
81
Invesco S&P MidCap 400 GARP ETF
GRPM
$431M
| $208K | 0.07% |
1,983
|
|
||
82
iShares Russell Mid-Cap ETF
IWR
$44.3B
| $200K | 0.07% |
2,354
|
|
||
83
Vanguard Mid-Cap ETF
VO
$87.5B
| – | – |
-866
|
|