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
$186M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$517K
3
+$383K
4
DVY icon
iShares Select Dividend ETF
DVY
+$304K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$267K

Top Sells

1
+$507K
2
+$287K
3
+$195K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$191K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$184K

Sector Composition

1 Consumer Discretionary 0.62%
2 Financials 0.4%
3 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.69%
23,954
+89
27
$1.23M 0.66%
43,995
-489
28
$1.16M 0.62%
31,386
-780
29
$1.15M 0.62%
8,320
+500
30
$1.12M 0.6%
23,930
-660
31
$1.06M 0.57%
18,553
+34
32
$1.02M 0.55%
23,958
+1,027
33
$1.02M 0.55%
16,937
-253
34
$984K 0.53%
6,289
-1
35
$939K 0.5%
6,568
-151
36
$800K 0.43%
16,812
-316
37
$780K 0.42%
16,132
-418
38
$778K 0.42%
13,709
+543
39
$758K 0.41%
13,830
+22
40
$737K 0.4%
6,236
-1
41
$735K 0.4%
13,836
42
$727K 0.39%
21,036
-384
43
$689K 0.37%
31,781
-347
44
$667K 0.36%
13,236
-352
45
$665K 0.36%
13,556
+1,523
46
$658K 0.35%
2,134
47
$652K 0.35%
7,160
+1,240
48
$643K 0.35%
21,880
49
$598K 0.32%
16,820
-25
50
$582K 0.31%
7,398
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2
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