CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+3.2%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$160M
AUM Growth
+$160M
(+5.3%)
Cap. Flow
+$3.25M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
49.69%
Holding
69
New
3
Increased
24
Reduced
30
Closed
1
Top Buys
1 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$1.13M |
2 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$1.13M |
3 |
Schwab US Large- Cap ETF
SCHX
|
$466K |
4 |
Boeing
BA
|
$207K |
5 |
Schwab US REIT ETF
SCHH
|
$198K |
Top Sells
Sector Composition
1 | Financials | 0.32% |
2 | Consumer Discretionary | 0.22% |
3 | Industrials | 0.13% |