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
$160M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.13M
3
+$466K
4
BA icon
Boeing
BA
+$207K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$198K

Top Sells

1
+$330K
2
+$110K
3
+$69K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$67K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$44.5K

Sector Composition

1 Financials 0.32%
2 Consumer Discretionary 0.22%
3 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.33%
98,524
-618
27
$1.9M 1.19%
38,070
-718
28
$1.88M 1.18%
7,429
-434
29
$1.71M 1.07%
15,020
+1,030
30
$1.51M 0.95%
70,592
-908
31
$1.46M 0.91%
64,449
-160
32
$1.46M 0.91%
12,605
-43
33
$1.45M 0.91%
28,866
-292
34
$1.43M 0.89%
22,454
-116
35
$1.28M 0.8%
26,211
-117
36
$1.25M 0.78%
60,000
+1,830
37
$1.22M 0.76%
43,032
-264
38
$1.18M 0.74%
35,117
-700
39
$1.14M 0.71%
20,682
+1,485
40
$1.13M 0.71%
+53,449
41
$1.13M 0.7%
+52,659
42
$1.12M 0.7%
22,788
43
$1M 0.63%
15,581
-1,044
44
$971K 0.61%
19,616
+156
45
$844K 0.53%
15,757
+28
46
$821K 0.51%
6,338
+92
47
$706K 0.44%
12,400
48
$649K 0.41%
18,096
-1,240
49
$614K 0.38%
9,714
+8
50
$602K 0.38%
7,420
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