CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+1.11%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$121M
AUM Growth
+$121M
(-5.8%)
Cap. Flow
-$7.91M
Cap. Flow
% of AUM
-6.54%
Top 10 Holdings %
Top 10 Hldgs %
41%
Holding
63
New
9
Increased
19
Reduced
24
Closed
8
Top Buys
Top Sells
1 |
iShares S&P 500 Value ETF
IVE
|
$4.79M |
2 |
abrdn Physical Precious Metals Basket Shares ETF
GLTR
|
$4.59M |
3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$4.28M |
4 |
iShares S&P 500 Growth ETF
IVW
|
$2.47M |
5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$2.26M |
Sector Composition
1 | Technology | 0.35% |