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
$174M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$331K
3
+$208K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$181K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$150K

Top Sells

1
+$251K
2
+$203K
3
+$203K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$169K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$70.6K

Sector Composition

1 Consumer Discretionary 0.43%
2 Financials 0.35%
3 Real Estate 0.19%
4 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 1.27%
7,507
+20
27
$1.94M 1.11%
91,848
-280
28
$1.9M 1.1%
17,215
+204
29
$1.43M 0.82%
22,999
-35
30
$1.42M 0.82%
26,384
-1,008
31
$1.4M 0.8%
37,545
-1,270
32
$1.37M 0.79%
63,125
+270
33
$1.34M 0.77%
37,884
-150
34
$1.33M 0.77%
21,203
-452
35
$1.33M 0.76%
64,233
-93
36
$1.32M 0.76%
9,872
-318
37
$1.27M 0.73%
22,619
+58
38
$1.2M 0.69%
23,457
-93
39
$1.18M 0.68%
23,568
-1,412
40
$1.07M 0.62%
19,931
+103
41
$1.07M 0.61%
29,779
-416
42
$1.03M 0.6%
16,142
+567
43
$975K 0.56%
18,723
-138
44
$949K 0.55%
6,342
45
$844K 0.49%
12,504
+3
46
$755K 0.43%
13,823
+11
47
$745K 0.43%
7,440
48
$663K 0.38%
9,707
+32
49
$644K 0.37%
7,398
50
$639K 0.37%
14,424
-124
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