CMP

Courage Miller Partners Portfolio holdings

AUM $334M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
+8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$353K
3
+$257K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$175K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$155K

Top Sells

1
+$116K
2
+$96.5K
3
+$83.9K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$48.2K

Sector Composition

1 Consumer Discretionary 0.38%
2 Financials 0.31%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.21%
7,487
+278
27
$1.94M 1.15%
92,128
-1,744
28
$1.92M 1.14%
17,011
+354
29
$1.44M 0.85%
23,034
+213
30
$1.39M 0.83%
27,392
-546
31
$1.36M 0.81%
21,655
-69
32
$1.36M 0.81%
62,855
+950
33
$1.36M 0.8%
38,815
-730
34
$1.33M 0.79%
64,326
-990
35
$1.27M 0.75%
10,190
+19
36
$1.26M 0.75%
38,034
-84
37
$1.25M 0.74%
24,980
-328
38
$1.22M 0.72%
22,561
+118
39
$1.2M 0.71%
23,550
-39
40
$1.11M 0.66%
30,195
-277
41
$1.03M 0.61%
19,828
+184
42
$986K 0.59%
15,575
+637
43
$977K 0.58%
18,861
-10
44
$890K 0.53%
6,342
+89
45
$790K 0.47%
12,501
+13
46
$737K 0.44%
13,812
+18
47
$646K 0.38%
9,675
+33
48
$632K 0.38%
7,440
49
$614K 0.36%
7,398
50
$591K 0.35%
14,548
+208
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