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
$127M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$912K
3
+$542K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$384K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$337K

Top Sells

1
+$1.53M
2
+$336K
3
+$173K
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$141K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$61.4K

Sector Composition

1 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.63%
87,101
+6,665
27
$2.08M 1.63%
95,244
-1,782
28
$2.06M 1.62%
50,097
-114
29
$2.03M 1.59%
164,973
+25,257
30
$2.02M 1.59%
80,449
+12,191
31
$1.81M 1.43%
47,480
+1,192
32
$1.65M 1.29%
14,681
+16
33
$1.38M 1.08%
16,048
-46
34
$1.3M 1.02%
174,720
+30,336
35
$1.14M 0.89%
72,278
+7,206
36
$1.1M 0.87%
85,800
+12,039
37
$960K 0.75%
71,624
+10,048
38
$884K 0.69%
6,497
-93
39
$872K 0.69%
7,875
-112
40
$814K 0.64%
40,332
-569
41
$713K 0.56%
18,777
+3,708
42
$705K 0.55%
15,535
+603
43
$655K 0.51%
6,926
-102
44
$621K 0.49%
6,575
+43
45
$511K 0.4%
5,335
+770
46
$462K 0.36%
4,735
47
$337K 0.26%
+1,793
48
$303K 0.24%
12,161
-134
49
$267K 0.21%
13,916
-532
50
$264K 0.21%
+4,802
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