CMP
Courage Miller Partners Portfolio holdings
AUM
$334M
1-Year Est. Return
8.59%
1 Year Est. Return
+8.59%
AUM
$315M
AUM Growth
+$20.3M
(+6.9%)
Holding
86
Top Buys
| 1 | +$1.37M | |
| 2 | +$827K | |
| 3 | +$787K | |
| 4 |
Schwab US REIT ETF
SCHH
|
+$588K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$475K |
Top Sells
| 1 | +$752K | |
| 2 | +$506K | |
| 3 | +$488K | |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$441K |
| 5 |
Microsoft
MSFT
|
+$365K |
Sector Composition
| 1 | Financials | 0.74% |
| 2 | Technology | 0.65% |
| 3 | Consumer Discretionary | 0.63% |
| 4 | Industrials | 0.47% |
| 5 | Communication Services | 0.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$242B
| $273K | 0.09% |
1,500
|
|
||
77
iShares Select U.S. REIT ETF
ICF
$1.9B
| $272K | 0.09% |
4,440
|
|
||
78
McDonald's
MCD
$219B
| $258K | 0.08% |
883
|
|
||
79
Eli Lilly
LLY
$918B
| $253K | 0.08% |
325
|
|
||
80
Wahed Dow Jones Islamic World ETF
UMMA
$165M
| $247K | 0.08% |
9,256
+417
|
|
||
81
Intuitive Surgical
ISRG
$195B
| $238K | 0.08% |
438
|
|
||
82
Invesco S&P MidCap 400 GARP ETF
GRPM
$433M
| $217K | 0.07% |
1,983
|
|
||
83
iShares Russell Mid-Cap ETF
IWR
$44B
| $216K | 0.07% |
2,354
|
|
||
84
iShares Global Healthcare ETF
IXJ
$4.17B
| $216K | 0.07% |
2,510
|
|
||
85
Vanguard S&P 500 ETF
VOO
$765B
| $202K | 0.06% |
+356
|
|
||
86
Travelers Companies
TRV
$64.1B
| $202K | 0.06% |
+755
|
|