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
$134M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$3.95M
3
+$2.79M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$668K

Top Sells

1
+$1.38M
2
+$974K
3
+$920K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$706K
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$665K

Sector Composition

1 Technology 0.43%
2 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 1.77%
164,544
+42,315
27
$2.17M 1.63%
150,600
+40,338
28
$2.15M 1.61%
51,294
-3,200
29
$1.97M 1.47%
44,985
-4,650
30
$1.86M 1.39%
84,505
-6,266
31
$1.85M 1.38%
49,219
-3,353
32
$1.78M 1.33%
82,600
-3,990
33
$1.76M 1.32%
261,536
+48,040
34
$1.73M 1.3%
36,756
-3,540
35
$1.71M 1.28%
74,694
-4,137
36
$1.44M 1.08%
15,141
-879
37
$1.43M 1.07%
59,610
-4,428
38
$1.34M 1%
11,796
-2,824
39
$1.31M 0.98%
30,042
-21,124
40
$947K 0.71%
4,558
+2,713
41
$808K 0.6%
15,078
-12,404
42
$721K 0.54%
12,323
+5,931
43
$720K 0.54%
15,149
-762
44
$667K 0.5%
38,950
+16,790
45
$578K 0.43%
8,768
+3,637
46
$574K 0.43%
18,456
+3,156
47
$513K 0.38%
4,785
+50
48
$510K 0.38%
5,625
-1,104
49
$423K 0.32%
5,422
-257
50
$404K 0.3%
+2,800
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