CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
-3.44%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$128M
AUM Growth
+$128M
(-5.9%)
Cap. Flow
-$3.53M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
44.49%
Holding
60
New
–
Increased
44
Reduced
8
Closed
6
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.11M |
| 2 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.86M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$1.47M |
| 4 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$1.14M |
| 5 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
$325K |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.78M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$2.77M |
| 3 |
iShares Europe ETF
IEV
|
$2.3M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.93M |
| 5 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$395K |
Sector Composition
| 1 | Technology | 0.3% |
| 2 | Energy | 0% |
| 3 | Utilities | 0% |
