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
$169M
AUM Growth
-$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$920K
3
+$860K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$583K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$355K

Top Sells

1
+$45.1K
2
+$13.6K
3
+$6.88K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.16K
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.86K

Sector Composition

1 Consumer Discretionary 0.34%
2 Financials 0.34%
3 Real Estate 0.19%
4 Industrials 0.16%
5 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.13%
41,340
27
$1.9M 1.13%
7,554
+47
28
$1.88M 1.12%
17,177
-38
29
$1.32M 0.78%
64,072
-161
30
$1.32M 0.78%
21,141
-62
31
$1.27M 0.75%
26,384
32
$1.25M 0.74%
66,360
+3,235
33
$1.19M 0.71%
37,515
-30
34
$1.13M 0.67%
9,871
-1
35
$1.12M 0.66%
23,424
-144
36
$1.12M 0.66%
25,904
+2,905
37
$1.09M 0.65%
23,845
+1,226
38
$1.05M 0.62%
37,884
39
$963K 0.57%
23,457
40
$938K 0.56%
21,147
+1,216
41
$934K 0.55%
16,995
+853
42
$853K 0.51%
18,725
+2
43
$818K 0.49%
30,119
+340
44
$809K 0.48%
6,343
+1
45
$695K 0.41%
12,885
+381
46
$669K 0.4%
13,782
-41
47
$581K 0.34%
7,740
+300
48
$576K 0.34%
7,398
49
$571K 0.34%
2,800
50
$564K 0.33%
10,493
+786
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