CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+2.13%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$152M
AUM Growth
+$152M
(+4.9%)
Cap. Flow
+$4.04M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
50.19%
Holding
66
New
7
Increased
33
Reduced
19
Closed
–
Top Buys
1 |
Schwab US Large- Cap ETF
SCHX
|
$431K |
2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$330K |
3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$286K |
4 |
iShares Select Dividend ETF
DVY
|
$272K |
5 |
VanEck Gold Miners ETF
GDX
|
$231K |
Top Sells
Sector Composition
1 | Financials | 0.31% |
2 | Consumer Discretionary | 0.24% |