CMP

Courage Miller Partners Portfolio holdings

AUM $334M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
+8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.73M
3
+$1.38M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.01M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$920K

Top Sells

1
+$819K
2
+$588K
3
+$401K
4
ILCV icon
iShares Morningstar Value ETF
ILCV
+$381K
5
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$295K

Sector Composition

1 Technology 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.47%
116,258
+59,540
27
$1.73M 1.42%
+75,759
28
$1.72M 1.41%
49,400
-232
29
$1.58M 1.3%
14,043
+98
30
$1.35M 1.11%
17,446
-27
31
$1.31M 1.08%
55,464
+37,779
32
$1.3M 1.07%
115,923
+90,348
33
$949K 0.78%
7,091
34
$931K 0.76%
8,585
35
$913K 0.75%
136,230
+65,040
36
$886K 0.73%
44,012
37
$861K 0.71%
56,638
+39,734
38
$793K 0.65%
68,700
+24,603
39
$758K 0.62%
7,619
40
$658K 0.54%
15,674
-642
41
$657K 0.54%
54,480
+21,404
42
$586K 0.48%
6,403
43
$424K 0.35%
4,454
+270
44
$415K 0.34%
4,735
45
$317K 0.26%
12,295
46
$301K 0.25%
+8,727
47
$246K 0.2%
14,448
+28
48
$237K 0.19%
3,001
49
$236K 0.19%
1,566
1
2