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
$143M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$421K
3
+$374K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$281K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$241K

Top Sells

1
+$490K
2
+$410K
3
+$372K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$314K
5
GLD icon
SPDR Gold Trust
GLD
+$222K

Sector Composition

1 Technology 0.48%
2 Financials 0.38%
3 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.32%
40,242
-4,106
27
$1.78M 1.24%
83,902
+1,904
28
$1.58M 1.1%
59,316
+15,780
29
$1.54M 1.08%
34,776
-1,254
30
$1.52M 1.06%
30,512
-592
31
$1.48M 1.03%
65,543
-819
32
$1.44M 1.01%
23,274
-584
33
$1.43M 1%
6,350
+97
34
$1.43M 0.99%
12,592
+214
35
$1.33M 0.93%
13,006
-595
36
$1.3M 0.91%
27,402
-10,302
37
$1.28M 0.89%
35,675
-8,725
38
$1.1M 0.77%
17,148
-330
39
$1.06M 0.74%
43,860
-7,722
40
$1.01M 0.7%
55,240
-855
41
$977K 0.68%
20,788
-438
42
$963K 0.67%
18,516
-1,488
43
$862K 0.6%
16,077
+3,224
44
$813K 0.57%
38,859
+11,349
45
$802K 0.56%
16,990
-38
46
$771K 0.54%
6,687
47
$684K 0.48%
23,608
+2,648
48
$665K 0.46%
8,777
49
$595K 0.42%
10,006
-274
50
$548K 0.38%
3,360
+50
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2
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