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
$181M
AUM Growth
-$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$322K
3
+$315K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$279K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$264K

Top Sells

1
+$399K
2
+$307K
3
+$268K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$262K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$233K

Sector Composition

1 Consumer Discretionary 0.37%
2 Financials 0.33%
3 Technology 0.21%
4 Real Estate 0.18%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.79%
65,950
-585
27
$1.28M 0.71%
23,188
-2,408
28
$1.27M 0.7%
23,713
-216
29
$1.25M 0.69%
28,077
+1,274
30
$1.24M 0.68%
32,410
-4,185
31
$1.14M 0.63%
35,136
-1,572
32
$1.11M 0.61%
8,170
-1,316
33
$1.1M 0.61%
21,483
+81
34
$1.06M 0.58%
17,654
-4,366
35
$1.06M 0.58%
17,306
-921
36
$988K 0.54%
22,155
-597
37
$940K 0.52%
6,226
-117
38
$900K 0.5%
18,037
-159
39
$851K 0.47%
29,264
-533
40
$773K 0.43%
12,964
-40
41
$764K 0.42%
13,914
-46
42
$750K 0.41%
14,304
-2,315
43
$714K 0.39%
6,309
-1,048
44
$679K 0.37%
7,820
-820
45
$662K 0.36%
10,802
+66
46
$656K 0.36%
7,398
47
$644K 0.36%
2,170
+69
48
$640K 0.35%
23,026
-5,474
49
$603K 0.33%
15,605
-120
50
$591K 0.33%
13,132
-1,276
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