CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+4.94%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$195M
AUM Growth
+$195M
(+7.3%)
Cap. Flow
+$4.49M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
57.01%
Holding
73
New
5
Increased
38
Reduced
21
Closed
–
Top Buys
Top Sells
Sector Composition
1 | Financials | 0.45% |
2 | Consumer Discretionary | 0.37% |
3 | Technology | 0.25% |
4 | Real Estate | 0.18% |
5 | Industrials | 0.14% |