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
$145M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$587K
3
+$459K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$451K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$345K

Top Sells

1
+$444K
2
+$177K
3
+$54.3K
4
AMZN icon
Amazon
AMZN
+$1.35K

Sector Composition

1 Financials 0.33%
2 Technology 0.33%
3 Consumer Discretionary 0.2%
4 Communication Services 0.2%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 1.59%
53,147
+1,771
27
$2.15M 1.48%
52,558
+1,590
28
$2.11M 1.46%
319,032
+5,144
29
$2.1M 1.45%
53,532
+393
30
$1.83M 1.26%
87,618
+3,692
31
$1.75M 1.21%
45,792
+1,575
32
$1.72M 1.19%
76,244
+1,856
33
$1.6M 1.1%
7,805
+1,682
34
$1.53M 1.06%
84,033
+2,220
35
$1.46M 1.01%
15,583
+535
36
$1.43M 0.99%
50,936
+2,018
37
$1.37M 0.95%
60,930
+2,124
38
$1.36M 0.94%
12,416
+152
39
$1.25M 0.87%
29,052
+1,660
40
$771K 0.53%
50,415
+2,630
41
$731K 0.51%
15,521
+2,299
42
$726K 0.5%
16,198
+358
43
$725K 0.5%
19,072
+126
44
$714K 0.49%
6,842
+234
45
$704K 0.49%
12,940
+969
46
$615K 0.42%
22,936
+7,138
47
$587K 0.41%
+8,797
48
$534K 0.37%
2,618
+262
49
$502K 0.35%
18,030
+7,325
50
$483K 0.33%
3,655
+755
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