CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.57M
3
+$1.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.45M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$404K

Top Sells

1
+$1.73M
2
+$719K
3
+$435K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$357K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$308K

Sector Composition

1 Technology 0.26%
2 Utilities 0.16%
3 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.68%
42,966
-904
27
$2.28M 1.67%
52,316
-1,036
28
$2.22M 1.63%
84,965
+4,516
29
$2.21M 1.62%
172,989
+8,016
30
$2.11M 1.55%
49,581
-516
31
$1.93M 1.42%
32,008
-28,626
32
$1.83M 1.34%
46,592
-888
33
$1.69M 1.24%
14,620
-61
34
$1.57M 1.15%
200,982
+26,262
35
$1.57M 1.15%
+68,352
36
$1.55M 1.13%
+72,714
37
$1.42M 1.04%
15,775
-273
38
$1.41M 1.03%
63,096
-32,148
39
$1.4M 1.03%
104,574
+18,774
40
$1.31M 0.96%
79,186
+6,908
41
$859K 0.63%
7,789
-86
42
$855K 0.63%
6,327
-170
43
$832K 0.61%
21,429
+2,652
44
$821K 0.6%
39,916
-416
45
$772K 0.57%
16,352
+817
46
$636K 0.47%
6,606
-320
47
$628K 0.46%
6,595
+20
48
$540K 0.4%
5,606
+271
49
$482K 0.35%
4,735
50
$355K 0.26%
15,276
+1,360
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