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
$128M
AUM Growth
-$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.86M
3
+$1.47M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.14M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$325K

Top Sells

1
+$3.77M
2
+$2.77M
3
+$2.3M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.93M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$395K

Sector Composition

1 Technology 0.3%
2 Energy 0%
3 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.74%
53,056
+740
27
$2.2M 1.71%
43,067
+101
28
$2.14M 1.67%
87,931
+2,966
29
$2M 1.55%
50,118
+537
30
$1.83M 1.43%
48,424
+1,832
31
$1.7M 1.33%
74,760
+6,408
32
$1.68M 1.31%
79,626
+6,912
33
$1.64M 1.28%
209,448
+8,466
34
$1.64M 1.28%
14,620
35
$1.49M 1.16%
115,275
+10,701
36
$1.45M 1.13%
16,067
+292
37
$1.36M 1.06%
64,560
+1,464
38
$716K 0.56%
15,720
-632
39
$619K 0.48%
6,729
+134
40
$510K 0.4%
5,707
+101
41
$479K 0.37%
4,735
42
$402K 0.31%
20,409
-19,507
43
$402K 0.31%
3,931
-3,858
44
$396K 0.31%
3,179
-3,148
45
$385K 0.3%
15,288
+12
46
$370K 0.29%
1,864
+106
47
$338K 0.26%
5,796
+1,276
48
$332K 0.26%
3,356
+355
49
$296K 0.23%
3,333
-3,273
50
$288K 0.22%
12,312
-391
1
2
3