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
$140M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$290K
3
+$177K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$140K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$84.8K

Top Sells

1
+$915K
2
+$642K
3
+$607K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$349K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$336K

Sector Composition

1 Technology 0.37%
2 Financials 0.33%
3 Consumer Discretionary 0.22%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.39%
44,894
-3,216
27
$1.76M 1.26%
81,122
-3,297
28
$1.7M 1.22%
31,448
-11,872
29
$1.62M 1.16%
23,981
-13,558
30
$1.57M 1.12%
38,946
-2,679
31
$1.51M 1.08%
66,362
-3,147
32
$1.49M 1.07%
44,902
-2,301
33
$1.48M 1.06%
36,099
-14,787
34
$1.44M 1.03%
12,378
-38
35
$1.41M 1.01%
74,339
-3,823
36
$1.31M 0.94%
6,247
-1,598
37
$1.3M 0.93%
13,609
-979
38
$1.17M 0.84%
52,488
-3,306
39
$1.03M 0.74%
36,838
+6,338
40
$970K 0.69%
17,311
+41
41
$929K 0.66%
55,560
+55
42
$885K 0.63%
19,852
-7,832
43
$822K 0.59%
19,860
+1,128
44
$779K 0.56%
16,972
+223
45
$717K 0.51%
6,686
-58
46
$663K 0.47%
12,782
-511
47
$627K 0.45%
+8,777
48
$517K 0.37%
21,644
+2,312
49
$507K 0.36%
2,420
-249
50
$498K 0.36%
23,128
+2,869
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