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
$152M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$330K
3
+$286K
4
DVY icon
iShares Select Dividend ETF
DVY
+$272K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Top Sells

1
+$34K
2
+$23.8K
3
+$22.8K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.5K
5
VV icon
Vanguard Large-Cap ETF
VV
+$15.3K

Sector Composition

1 Financials 0.31%
2 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.39%
75,795
-40
27
$1.91M 1.26%
7,863
-5
28
$1.86M 1.23%
38,788
-6
29
$1.59M 1.05%
13,990
30
$1.52M 1%
71,500
+3,065
31
$1.47M 0.97%
29,158
-672
32
$1.47M 0.97%
22,570
-365
33
$1.46M 0.96%
64,609
+79
34
$1.4M 0.92%
12,648
-138
35
$1.24M 0.81%
26,328
+42
36
$1.16M 0.76%
43,296
+54
37
$1.14M 0.75%
58,170
+1,900
38
$1.13M 0.75%
35,817
+237
39
$1.09M 0.72%
22,788
+108
40
$1.01M 0.67%
19,197
+1,670
41
$1.01M 0.67%
16,625
-214
42
$937K 0.62%
19,460
+614
43
$815K 0.54%
15,729
-44
44
$777K 0.51%
6,246
+1,174
45
$670K 0.44%
12,400
+68
46
$662K 0.44%
19,336
-168
47
$580K 0.38%
7,420
48
$579K 0.38%
9,706
+334
49
$523K 0.34%
2,165
50
$498K 0.33%
14,305
-100
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