CMP
Courage Miller Partners Portfolio holdings
AUM
$315M
This Quarter Return
+11.17%
1 Year Return
+9.72%
3 Year Return
+29.71%
5 Year Return
+45.22%
10 Year Return
+80.86%
AUM
$218M
AUM Growth
+$218M
(+17%)
Cap. Flow
+$2.47M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
57.26%
Holding
78
New
7
Increased
23
Reduced
36
Closed
1
Top Buys
1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.35M |
2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$1.23M |
3 |
Schwab US REIT ETF
SCHH
|
$1.1M |
4 |
Apple
AAPL
|
$760K |
5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$664K |
Top Sells
Sector Composition
1 | Consumer Discretionary | 0.62% |
2 | Technology | 0.46% |
3 | Financials | 0.43% |
4 | Communication Services | 0.11% |