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
$121M
AUM Growth
-$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.79M
3
+$1.79M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.62M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.45M

Top Sells

1
+$4.79M
2
+$4.59M
3
+$4.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.47M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.26M

Sector Composition

1 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.76%
49,635
-483
27
$2.03M 1.68%
90,771
+2,840
28
$2.02M 1.67%
52,572
+122
29
$1.83M 1.51%
86,590
+6,964
30
$1.82M 1.51%
222,942
+13,494
31
$1.79M 1.48%
+40,296
32
$1.79M 1.48%
78,831
+4,071
33
$1.66M 1.37%
122,229
+6,954
34
$1.64M 1.35%
14,620
35
$1.62M 1.34%
+110,262
36
$1.51M 1.25%
16,020
-47
37
$1.45M 1.2%
+27,482
38
$1.44M 1.19%
64,038
-522
39
$1.38M 1.14%
+213,496
40
$736K 0.61%
15,911
+191
41
$603K 0.5%
6,729
42
$502K 0.42%
4,735
43
$480K 0.4%
5,679
-28
44
$422K 0.35%
15,300
+12
45
$382K 0.32%
1,845
-19
46
$373K 0.31%
+22,160
47
$354K 0.29%
6,392
+596
48
$347K 0.29%
+5,131
49
$296K 0.24%
5,190
-40
50
$295K 0.24%
+6,273
1
2
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