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
$264M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$2.16M
3
+$1.93M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$651K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$426K

Top Sells

1
+$5.94M
2
+$282K
3
+$194K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$117K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$112K

Sector Composition

1 Consumer Discretionary 0.58%
2 Financials 0.53%
3 Technology 0.46%
4 Communication Services 0.28%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.81%
31,274
-1,388
27
$2.03M 0.77%
24,888
+2,472
28
$1.7M 0.64%
23,883
+1,315
29
$1.61M 0.61%
21,616
+1,026
30
$1.41M 0.53%
5,831
-190
31
$1.36M 0.52%
12,331
+1,320
32
$1.3M 0.49%
7,820
33
$1.23M 0.46%
6,911
+11
34
$1.21M 0.46%
13,029
+804
35
$1.15M 0.43%
11,933
+1,754
36
$1.07M 0.41%
10,900
-271
37
$1.04M 0.39%
12,285
+897
38
$1.02M 0.39%
2,159
39
$1.01M 0.38%
20,367
-749
40
$995K 0.38%
16,748
-750
41
$991K 0.37%
13,615
+7
42
$858K 0.32%
2,871
43
$851K 0.32%
11,848
-240
44
$834K 0.32%
7,440
-133
45
$830K 0.31%
14,660
-195
46
$793K 0.3%
12,941
-137
47
$751K 0.28%
7,100
48
$745K 0.28%
11,115
+210
49
$736K 0.28%
3,330
-6
50
$723K 0.27%
6,310
+306
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