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
$195M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$425K
3
+$390K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$284K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$267K

Top Sells

1
+$28.3K
2
+$27.5K
3
+$27.4K
4
ILCV icon
iShares Morningstar Value ETF
ILCV
+$23.7K
5
VV icon
Vanguard Large-Cap ETF
VV
+$20.3K

Sector Composition

1 Financials 0.45%
2 Consumer Discretionary 0.37%
3 Technology 0.25%
4 Real Estate 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.72%
29,128
+1,051
27
$1.38M 0.71%
18,245
-364
28
$1.37M 0.7%
23,932
+219
29
$1.36M 0.7%
32,305
-105
30
$1.33M 0.69%
22,784
-404
31
$1.23M 0.63%
34,926
-210
32
$1.19M 0.61%
8,033
-137
33
$1.19M 0.61%
21,647
+164
34
$1.14M 0.59%
17,522
+216
35
$1.06M 0.54%
22,110
-45
36
$1.03M 0.53%
6,290
+64
37
$1.02M 0.53%
17,482
-172
38
$957K 0.49%
17,802
-235
39
$879K 0.45%
29,218
-46
40
$852K 0.44%
13,213
+249
41
$805K 0.41%
13,887
-27
42
$749K 0.38%
14,304
43
$723K 0.37%
7,820
44
$721K 0.37%
7,698
+300
45
$719K 0.37%
10,936
+134
46
$707K 0.36%
6,295
-14
47
$689K 0.35%
2,141
-29
48
$648K 0.33%
15,740
+135
49
$642K 0.33%
2,835
50
$630K 0.32%
22,952
-74
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2
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