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
$145M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.03M
3
+$886K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$623K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360K

Top Sells

1
+$1.69M
2
+$1.54M
3
+$1.47M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Financials 0.32%
2 Consumer Discretionary 0.22%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.38%
75,835
-2,630
27
$1.87M 1.29%
7,868
+1,518
28
$1.87M 1.29%
38,794
-1,448
29
$1.6M 1.11%
13,990
+1,398
30
$1.49M 1.03%
29,830
-682
31
$1.46M 1.01%
64,530
-1,013
32
$1.45M 1%
22,935
-339
33
$1.44M 1%
68,435
+29,576
34
$1.38M 0.95%
12,786
-220
35
$1.26M 0.87%
26,286
-1,116
36
$1.22M 0.84%
35,580
-95
37
$1.1M 0.76%
43,242
-618
38
$1.08M 0.74%
56,270
+1,030
39
$1.05M 0.73%
22,680
-12,096
40
$1.04M 0.72%
17,527
+379
41
$976K 0.67%
16,839
+762
42
$908K 0.63%
18,846
-1,942
43
$788K 0.54%
15,773
-1,217
44
$656K 0.45%
12,332
-6,184
45
$641K 0.44%
19,504
-51,540
46
$615K 0.42%
5,072
-1,615
47
$576K 0.4%
7,420
-1,357
48
$553K 0.38%
9,372
-634
49
$510K 0.35%
2,165
-50
50
$493K 0.34%
14,405
+2,410
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