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
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.21M
3
+$690K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$372K

Top Sells

1
+$706K
2
+$354K
3
+$252K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$201K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$191K

Sector Composition

1 Financials 0.34%
2 Consumer Discretionary 0.33%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.2%
93,872
-4,045
27
$1.91M 1.16%
7,209
-117
28
$1.88M 1.14%
16,657
+673
29
$1.42M 0.86%
27,938
-6,980
30
$1.36M 0.82%
65,316
-4,507
31
$1.31M 0.8%
61,905
+1,395
32
$1.29M 0.79%
39,545
-21,555
33
$1.25M 0.76%
21,724
-401
34
$1.24M 0.75%
22,821
+1,610
35
$1.23M 0.75%
10,171
-740
36
$1.18M 0.72%
25,308
-18
37
$1.18M 0.71%
38,118
-1,506
38
$1.18M 0.71%
22,443
-126
39
$1.12M 0.68%
23,589
-1,224
40
$1.03M 0.62%
18,871
-3,512
41
$1.01M 0.61%
30,472
-4,083
42
$984K 0.6%
14,938
-87
43
$977K 0.59%
19,644
-156
44
$848K 0.51%
6,253
-42
45
$738K 0.45%
13,794
-426
46
$726K 0.44%
12,488
+132
47
$610K 0.37%
7,398
48
$595K 0.36%
9,642
-88
49
$558K 0.34%
2,800
50
$555K 0.34%
14,340
-2,376
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