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
$143M
AUM Growth
-$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$336K
3
+$209K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$202K

Top Sells

1
+$979K
2
+$587K
3
+$338K
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$324K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$287K

Sector Composition

1 Technology 0.37%
2 Financials 0.37%
3 Consumer Discretionary 0.18%
4 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.48%
48,971
-4,176
27
$2.02M 1.41%
48,110
-4,448
28
$2.01M 1.41%
50,886
-2,646
29
$2.01M 1.41%
306,920
-12,112
30
$1.81M 1.26%
84,419
-3,199
31
$1.66M 1.16%
41,625
-4,167
32
$1.62M 1.13%
7,845
+40
33
$1.57M 1.1%
69,509
-6,735
34
$1.45M 1.01%
78,162
-5,871
35
$1.42M 1%
12,416
36
$1.4M 0.98%
47,203
-3,733
37
$1.37M 0.96%
14,588
-995
38
$1.2M 0.84%
55,794
-5,136
39
$1.2M 0.84%
27,684
-1,368
40
$892K 0.62%
55,505
+5,090
41
$842K 0.59%
30,500
+7,564
42
$836K 0.59%
17,270
+1,749
43
$759K 0.53%
16,749
+551
44
$753K 0.53%
18,732
-340
45
$707K 0.49%
6,744
-98
46
$706K 0.49%
13,293
+353
47
$549K 0.38%
2,669
+51
48
$535K 0.37%
18,540
+510
49
$527K 0.37%
19,332
+1,212
50
$524K 0.37%
3,690
+35
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2
3