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
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$232K
3
+$218K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$210K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$208K

Top Sells

1
+$1.41M
2
+$72.1K
3
+$54K
4
AMZN icon
Amazon
AMZN
+$28.4K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.1K

Sector Composition

1 Technology 0.41%
2 Financials 0.33%
3 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.35%
44,348
-546
27
$1.78M 1.23%
81,998
+876
28
$1.64M 1.13%
37,704
-1,242
29
$1.63M 1.13%
31,104
-344
30
$1.56M 1.08%
23,858
-123
31
$1.53M 1.06%
36,030
-69
32
$1.53M 1.06%
44,400
-502
33
$1.5M 1.04%
66,362
34
$1.44M 1%
12,378
35
$1.36M 0.94%
6,253
+6
36
$1.35M 0.93%
13,601
-8
37
$1.24M 0.86%
51,582
-906
38
$1.21M 0.84%
43,536
+6,698
39
$1.05M 0.72%
17,478
+167
40
$976K 0.67%
56,095
+535
41
$956K 0.66%
20,004
+152
42
$917K 0.63%
21,226
+1,366
43
$808K 0.56%
17,028
+56
44
$744K 0.51%
6,687
+1
45
$709K 0.49%
12,853
+71
46
$633K 0.44%
8,777
47
$596K 0.41%
27,510
+4,382
48
$592K 0.41%
20,960
-684
49
$551K 0.38%
10,280
+674
50
$523K 0.36%
2,420
1
2
3