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
$177M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$65.8K
2
+$57.4K
3
+$50.3K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$49.2K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$44.7K

Top Sells

1
+$6.08M
2
+$277K
3
+$207K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$162K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$85.5K

Sector Composition

1 Consumer Discretionary 0.41%
2 Financials 0.32%
3 Real Estate 0.21%
4 Technology 0.18%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.2%
40,917
-423
27
$1.93M 1.09%
91,029
-669
28
$1.92M 1.08%
16,958
-219
29
$1.47M 0.83%
20,835
-306
30
$1.4M 0.79%
66,155
-205
31
$1.38M 0.78%
26,112
-272
32
$1.36M 0.77%
37,310
-205
33
$1.34M 0.76%
63,438
-634
34
$1.32M 0.75%
26,068
+164
35
$1.29M 0.73%
23,170
-254
36
$1.26M 0.71%
9,749
-122
37
$1.25M 0.71%
23,846
+1
38
$1.24M 0.7%
37,422
-462
39
$1.07M 0.6%
21,176
+29
40
$1.06M 0.6%
23,184
-273
41
$1.05M 0.6%
17,363
+368
42
$942K 0.53%
30,037
-82
43
$936K 0.53%
18,671
-54
44
$917K 0.52%
6,343
45
$770K 0.44%
12,898
+13
46
$745K 0.42%
13,938
+156
47
$724K 0.41%
8,140
+400
48
$635K 0.36%
10,538
+45
49
$634K 0.36%
14,712
-64
50
$633K 0.36%
7,398
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