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
$182M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.87M
3
+$4.05M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.33M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$513K

Top Sells

1
+$6.43M
2
+$3.4M
3
+$2.99M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.54M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.44M

Sector Composition

1 Consumer Discretionary 0.45%
2 Financials 0.33%
3 Technology 0.31%
4 Real Estate 0.19%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.8%
66,535
+380
27
$1.4M 0.77%
36,595
-715
28
$1.38M 0.76%
25,596
-516
29
$1.3M 0.71%
26,803
+735
30
$1.3M 0.71%
23,929
+83
31
$1.28M 0.7%
9,486
-263
32
$1.25M 0.68%
36,708
-714
33
$1.24M 0.68%
22,020
-1,150
34
$1.12M 0.61%
18,227
+864
35
$1.1M 0.6%
21,402
+226
36
$1.04M 0.57%
22,752
-432
37
$952K 0.52%
6,343
38
$927K 0.51%
18,196
-475
39
$914K 0.5%
29,797
-240
40
$874K 0.48%
16,619
-48,245
41
$819K 0.45%
7,357
-18,701
42
$818K 0.45%
8,640
+500
43
$792K 0.44%
13,004
+106
44
$783K 0.43%
28,500
-88,690
45
$769K 0.42%
13,960
+22
46
$651K 0.36%
10,736
+198
47
$646K 0.35%
7,398
48
$645K 0.35%
14,408
-304
49
$615K 0.34%
2,101
50
$611K 0.34%
15,725
+110
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