CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+2.29%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$145M
AUM Growth
+$145M
(+7.9%)
Cap. Flow
+$7.74M
Cap. Flow
% of AUM
5.35%
Top 10 Holdings %
Top 10 Hldgs %
45.85%
Holding
70
New
8
Increased
55
Reduced
2
Closed
3
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$978K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$587K |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$459K |
| 4 |
Schwab International Equity ETF
SCHF
|
$451K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$345K |
Top Sells
| 1 |
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
|
$444K |
| 2 |
Host Hotels & Resorts
HST
|
$177K |
| 3 |
Apple
AAPL
|
$54.3K |
| 4 |
Amazon
AMZN
|
$1.35K |
Sector Composition
| 1 | Financials | 0.33% |
| 2 | Technology | 0.33% |
| 3 | Consumer Discretionary | 0.2% |
| 4 | Communication Services | 0.2% |
| 5 | Real Estate | 0% |
