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
$245M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$758K
3
+$732K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$412K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$359K

Top Sells

1
+$856K
2
+$290K
3
+$207K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$149K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$143K

Sector Composition

1 Consumer Discretionary 0.67%
2 Financials 0.55%
3 Technology 0.42%
4 Communication Services 0.29%
5 Materials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.89%
33,950
-514
27
$2.17M 0.88%
16,915
28
$1.73M 0.71%
22,255
+97
29
$1.54M 0.63%
22,802
+123
30
$1.5M 0.61%
20,022
+1,457
31
$1.43M 0.58%
8,320
32
$1.38M 0.56%
6,197
33
$1.32M 0.54%
15,828
-505
34
$1.19M 0.49%
22,907
-361
35
$1.11M 0.45%
18,863
-397
36
$1.1M 0.45%
5,506
-71
37
$1.1M 0.45%
12,350
+37
38
$1.04M 0.43%
9,433
+1,371
39
$1.03M 0.42%
7,520
40
$986K 0.4%
11,499
+78
41
$960K 0.39%
13,591
+11
42
$923K 0.38%
14,245
-170
43
$913K 0.37%
2,134
44
$868K 0.35%
13,698
-487
45
$837K 0.34%
15,565
+630
46
$805K 0.33%
12,315
-110
47
$798K 0.33%
2,871
48
$793K 0.32%
7,573
-50
49
$757K 0.31%
8,243
+1,318
50
$745K 0.3%
13,535
-10
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2
3 4