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
+$28K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$178
2
+$157
3
+$118
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$102
5
IYR icon
iShares US Real Estate ETF
IYR
+$79

Top Sells

1
+$1.96M

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
27
$1.23M 0.66%
43,995
28
$1.16M 0.62%
31,386
29
$1.15M 0.62%
8,320
30
$1.12M 0.6%
23,930
31
$1.06M 0.57%
18,553
32
$1.02M 0.55%
23,959
+1
33
$1.02M 0.55%
16,937
34
$985K 0.53%
6,290
+1
35
$939K 0.5%
6,568
36
$800K 0.43%
16,812
37
$780K 0.42%
16,132
38
$778K 0.42%
13,709
39
$759K 0.41%
13,830
40
$737K 0.4%
6,237
+1
41
$736K 0.4%
13,836
42
$728K 0.39%
21,036
43
$689K 0.37%
31,781
44
$668K 0.36%
13,236
45
$666K 0.36%
13,557
+1
46
$658K 0.35%
2,134
47
$653K 0.35%
1,790
-5,370
48
$643K 0.35%
21,880
49
$598K 0.32%
16,825
+5
50
$583K 0.31%
7,398
1
2
3