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
$230M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$829K
3
+$446K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$442K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$429K

Top Sells

1
+$674K
2
+$222K
3
+$142K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$117K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$109K

Sector Composition

1 Financials 0.9%
2 Consumer Discretionary 0.65%
3 Technology 0.4%
4 Communication Services 0.2%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.87%
49,750
+538
27
$1.71M 0.74%
12,050
+3,120
28
$1.66M 0.72%
22,158
-173
29
$1.48M 0.64%
22,679
-140
30
$1.34M 0.58%
18,565
-501
31
$1.29M 0.56%
8,320
32
$1.28M 0.56%
6,197
+1
33
$1.21M 0.53%
16,333
-282
34
$1.17M 0.51%
23,268
-606
35
$1.08M 0.47%
19,260
-558
36
$1.06M 0.46%
12,313
-233
37
$1.03M 0.45%
5,577
-133
38
$936K 0.41%
11,421
-242
39
$919K 0.4%
7,520
40
$909K 0.39%
13,580
-32
41
$891K 0.39%
8,062
+846
42
$861K 0.37%
14,185
-289
43
$856K 0.37%
+28,152
44
$846K 0.37%
2,134
45
$832K 0.36%
14,415
-415
46
$777K 0.34%
14,935
-625
47
$771K 0.33%
7,623
-75
48
$743K 0.32%
13,545
49
$733K 0.32%
2,871
+36
50
$718K 0.31%
12,425
-401
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