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
$165M
AUM Growth
+$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.14M
3
+$292K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$291K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$290K

Top Sells

1
+$1.46M
2
+$1.1M
3
+$414K
4
VV icon
Vanguard Large-Cap ETF
VV
+$208K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$206K

Sector Composition

1 Financials 0.34%
2 Consumer Discretionary 0.26%
3 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.26%
97,917
-607
27
$1.97M 1.19%
7,326
-103
28
$1.91M 1.16%
61,100
-13,220
29
$1.84M 1.12%
34,918
-3,152
30
$1.82M 1.11%
15,984
+964
31
$1.48M 0.9%
69,823
-769
32
$1.38M 0.83%
22,125
-329
33
$1.36M 0.83%
60,510
+510
34
$1.34M 0.81%
10,911
-1,694
35
$1.28M 0.78%
25,326
-3,540
36
$1.26M 0.76%
24,813
-1,398
37
$1.24M 0.75%
21,211
+529
38
$1.22M 0.74%
34,555
-562
39
$1.22M 0.74%
22,383
-20,180
40
$1.19M 0.72%
39,624
-3,408
41
$1.17M 0.71%
22,569
-219
42
$1.02M 0.62%
19,800
+184
43
$993K 0.6%
15,025
-556
44
$864K 0.52%
6,295
-43
45
$766K 0.46%
14,220
-1,537
46
$702K 0.43%
12,356
-44
47
$638K 0.39%
16,716
-1,380
48
$633K 0.38%
7,398
-22
49
$611K 0.37%
9,730
+16
50
$576K 0.35%
2,161
-4
1
2
3