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
$218M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.23M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$760K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$664K

Top Sells

1
+$1.94M
2
+$782K
3
+$575K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$528K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$510K

Sector Composition

1 Consumer Discretionary 0.62%
2 Technology 0.46%
3 Financials 0.43%
4 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.71%
22,331
-1,623
27
$1.53M 0.7%
49,212
+5,217
28
$1.35M 0.62%
8,320
29
$1.32M 0.61%
19,066
+513
30
$1.27M 0.58%
22,819
-1,140
31
$1.21M 0.56%
23,874
-7,512
32
$1.21M 0.55%
6,196
-94
33
$1.14M 0.52%
8,930
+3,700
34
$1.13M 0.52%
16,615
-322
35
$1M 0.46%
5,710
-858
36
$998K 0.46%
7,520
+5,730
37
$958K 0.44%
12,546
-1,163
38
$931K 0.43%
19,818
-1,218
39
$874K 0.4%
13,612
-218
40
$860K 0.4%
14,830
-9,100
41
$845K 0.39%
14,474
-2,338
42
$798K 0.37%
7,216
+1,968
43
$798K 0.37%
2,134
44
$772K 0.35%
11,663
-1,894
45
$737K 0.34%
6,237
46
$734K 0.34%
13,545
-291
47
$715K 0.33%
15,560
-1,265
48
$704K 0.32%
7,698
+300
49
$691K 0.32%
12,826
-410
50
$657K 0.3%
2,835
1
2
3 4