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
+$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.34M
3
+$593K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$324K

Top Sells

1
+$1.91M
2
+$1.77M
3
+$444K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$430K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$404K

Sector Composition

1 Technology 0.44%
2 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.56%
46,730
-422
27
$1.98M 1.47%
80,572
-77,581
28
$1.92M 1.42%
285,520
+23,984
29
$1.88M 1.4%
82,104
-77,064
30
$1.87M 1.39%
44,664
-321
31
$1.78M 1.32%
83,804
+1,204
32
$1.77M 1.32%
48,739
-480
33
$1.74M 1.29%
82,863
-1,642
34
$1.7M 1.26%
35,684
-1,072
35
$1.69M 1.26%
74,477
-217
36
$1.43M 1.07%
15,107
-34
37
$1.43M 1.06%
59,124
-486
38
$1.37M 1.02%
12,264
+468
39
$1.35M 1.01%
31,432
+1,390
40
$1M 0.75%
4,849
+291
41
$833K 0.62%
15,702
+624
42
$732K 0.54%
15,435
+286
43
$711K 0.53%
41,465
+2,515
44
$687K 0.51%
11,786
-537
45
$611K 0.45%
9,512
+744
46
$592K 0.44%
18,868
+412
47
$516K 0.38%
5,811
+186
48
$512K 0.38%
4,785
49
$446K 0.33%
5,588
+166
50
$422K 0.31%
15,736
+6,456
1
2
3