We are live on ! Find out more
CMP

Courage Miller Partners Portfolio holdings

AUM $379M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
-2.37%
1 Year Est. Return
+16.36%
3 Year Est. Return
+40.33%
5 Year Est. Return
+31.56%
10 Year Est. Return
+110%
AUM
$110M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow %
102.43%
Top 10 Hldgs %
52.44%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.5M
2
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$7.92M
3
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$7.29M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.08M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$5.98M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TIP icon
26
iShares TIPS Bond ETF
TIP
$14.5B
$1.56M 1.42%
+13,945
New +$1.65M
VV icon
27
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
$1.28M 1.16%
+17,473
New +$1.29M
FXE icon
28
Invesco CurrencyShares Euro Currency Trust
FXE
$346M
$914K 0.83%
+7,091
New +$918K
SCHH icon
29
Schwab US REIT ETF
SCHH
$11.5B
$910K 0.83%
+56,718
New +$955K
FXF icon
30
Invesco CurrencyShares Swiss Franc Trust
FXF
$416M
$892K 0.81%
+8,585
New +$895K
CEW
31
WisdomTree Emerging Currency Strategy Fund
CEW
$15.8M
$882K 0.8%
+44,012
New +$916K
FXY icon
32
Invesco CurrencyShares Japanese Yen Trust
FXY
$438M
$751K 0.68%
+7,619
New +$756K
SCHZ icon
33
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$708K 0.64%
+28,026
New +$727K
AOA icon
34
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
$652K 0.59%
+16,316
New +$658K
HYG icon
35
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$582K 0.53%
+6,403
New +$601K
SCHM icon
36
Schwab US Mid-Cap ETF
SCHM
$14.5B
$470K 0.43%
+44,097
New +$470K
SCHX icon
37
Schwab US Large- Cap ETF
SCHX
$71.3B
$453K 0.41%
+71,190
New +$456K
CVY icon
38
Invesco Zacks Multi-Asset Income ETF
CVY
$125M
$410K 0.37%
+17,685
New +$424K
VTI icon
39
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
$391K 0.35%
+4,735
New +$393K
ISHG icon
40
iShares 1-3 Year International Treasury Bond ETF
ISHG
$837M
$384K 0.35%
+4,184
New +$390K
SCHA icon
41
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$364K 0.33%
+33,076
New +$359K
IAU icon
42
iShares Gold Trust
IAU
$63.8B
$295K 0.27%
+12,295
New +$338K
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$103B
$279K 0.25%
+25,575
New +$280K
DIA icon
44
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$233K 0.21%
+1,566
New +$234K
SCHF icon
45
Schwab International Equity ETF
SCHF
$67B
$230K 0.21%
+16,904
New +$239K
QQQ icon
46
Invesco QQQ Trust
QQQ
$450B
$214K 0.19%
+3,001
New +$214K
AAPL icon
47
Apple
AAPL
$4.9T
$204K 0.19%
+14,420
New +$222K
1
2

Similar funds

CFG
Carr Financial Group Worcester, Massachusetts $379M AUM 21.34% 1-Year Est. Return
KFS
Kurt F. Somerville $379M AUM 19.42% 1-Year Est. Return
NICM
Neo Ivy Capital Management New York $379M AUM 28.34% 1-Year Est. Return
PIM
Progressive Investment Management Lake Oswego, Oregon $379M AUM 24.17% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $380M AUM
MC
Muhlenkamp & Co Wexford, Pennsylvania $380M AUM 43.74% 1-Year Est. Return
ACA
Anchorage Capital Advisors New York $378M AUM 13.47% 1-Year Est. Return

Courage Miller Partners's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Courage Miller Partners, which disclosed 47 positions worth $110M. Its ten largest holdings account for 52% of the portfolio.

Its largest position is iShares 1-5 Year Investment Grade Corporate Bond ETF: 180,392 shares worth $9.47M.

By sector, the portfolio is most concentrated in Technology at 0.19% of assets.

  • Courage Miller Partners's largest Q2 2013 buy was iShares 1-5 Year Investment Grade Corporate Bond ETF: 180,392 shares worth $9.47M.
  • Courage Miller Partners's ten largest holdings make up 52% of its $110M portfolio in Q2 2013.
  • Courage Miller Partners disclosed 47 positions in Q2 2013, its first 13F filing on record.

Based on Courage Miller Partners's 13F filing for Q2 2013, filed 23 Jul 2013.