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
$249M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.25M
3
+$2.73M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$615K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$498K

Top Sells

1
+$1.49M
2
+$436K
3
+$399K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$367K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$322K

Sector Composition

1 Consumer Discretionary 0.6%
2 Financials 0.52%
3 Technology 0.39%
4 Communication Services 0.29%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.87%
16,915
27
$2.06M 0.83%
32,662
-1,288
28
$1.7M 0.68%
22,416
+161
29
$1.53M 0.61%
20,590
+568
30
$1.5M 0.6%
22,568
-234
31
$1.34M 0.54%
6,021
-176
32
$1.28M 0.52%
7,820
-500
33
$1.22M 0.49%
11,011
+1,578
34
$1.06M 0.43%
12,225
-125
35
$1.04M 0.42%
21,116
-1,791
36
$995K 0.4%
17,498
-1,365
37
$976K 0.39%
6,900
-620
38
$956K 0.38%
11,171
-4,657
39
$950K 0.38%
13,608
+17
40
$933K 0.37%
11,388
-111
41
$927K 0.37%
2,159
+25
42
$915K 0.37%
10,179
+1,936
43
$797K 0.32%
13,078
-620
44
$792K 0.32%
12,088
-2,157
45
$784K 0.32%
2,871
46
$783K 0.31%
7,573
47
$782K 0.31%
14,855
-710
48
$730K 0.29%
10,905
+477
49
$709K 0.28%
7,100
50
$685K 0.28%
12,482
-1,053
1
2
3 4