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
-$207K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.89M
3
+$1.01M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$905K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$591K

Top Sells

1
+$738K
2
+$595K
3
+$478K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$361K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$302K

Sector Composition

1 Technology 0.42%
2 Financials 0.28%
3 Consumer Discretionary 0.17%
4 Real Estate 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.6%
46,242
-488
27
$2.06M 1.53%
53,139
-15,384
28
$1.97M 1.47%
50,968
-220
29
$1.96M 1.46%
313,888
+28,368
30
$1.79M 1.33%
83,926
+122
31
$1.69M 1.26%
74,388
-89
32
$1.66M 1.24%
44,217
-447
33
$1.51M 1.12%
81,813
-1,050
34
$1.42M 1.06%
48,918
+179
35
$1.36M 1.01%
12,264
36
$1.32M 0.99%
15,048
-59
37
$1.26M 0.94%
58,806
-318
38
$1.19M 0.89%
27,392
-8,292
39
$1.18M 0.88%
6,123
+1,274
40
$726K 0.54%
18,946
-12,486
41
$691K 0.51%
15,840
+405
42
$683K 0.51%
47,785
+6,320
43
$655K 0.49%
13,222
+3,710
44
$652K 0.49%
6,608
+1,823
45
$632K 0.47%
11,971
+185
46
$557K 0.42%
20,184
+1,316
47
$452K 0.34%
5,426
-385
48
$451K 0.34%
+2,356
49
$444K 0.33%
9,404
-6,298
50
$443K 0.33%
5,592
+4
1
2
3