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
$163M
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$550K
3
+$541K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$533K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$375K

Top Sells

1
+$569K
2
+$484K
3
+$359K
4
DVY icon
iShares Select Dividend ETF
DVY
+$321K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$306K

Sector Composition

1 Consumer Discretionary 0.47%
2 Financials 0.32%
3 Technology 0.23%
4 Industrials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.63%
23,865
-67
27
$948K 0.58%
17,190
-1,055
28
$923K 0.57%
18,519
+997
29
$913K 0.56%
24,590
-7,715
30
$891K 0.55%
32,166
-2,760
31
$890K 0.55%
44,484
+15,356
32
$810K 0.5%
6,290
33
$808K 0.5%
22,931
+1,284
34
$795K 0.49%
6,719
-1,314
35
$762K 0.47%
7,820
36
$719K 0.44%
6,237
-58
37
$716K 0.44%
16,550
-6,234
38
$715K 0.44%
13,836
-468
39
$702K 0.43%
17,128
-674
40
$655K 0.4%
13,808
-79
41
$643K 0.4%
21,880
-1,072
42
$622K 0.38%
13,588
-3,894
43
$609K 0.37%
21,420
-690
44
$608K 0.37%
13,166
-47
45
$585K 0.36%
5,278
+411
46
$550K 0.34%
2,134
-7
47
$534K 0.33%
32,128
+2,910
48
$523K 0.32%
7,398
-300
49
$518K 0.32%
2,835
50
$491K 0.3%
12,033
+1,097
1
2
3