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
$252M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$2.34M
3
+$410K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$333K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$303K

Top Sells

1
+$7.89M
2
+$5.78M
3
+$2.41M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.27M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$335K

Sector Composition

1 Financials 0.6%
2 Consumer Discretionary 0.59%
3 Technology 0.54%
4 Communication Services 0.21%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.54%
7,834
+923
27
$1.36M 0.54%
12,370
+39
28
$1.35M 0.54%
5,923
+92
29
$1.27M 0.51%
7,820
30
$1.21M 0.48%
13,096
+1,163
31
$1.13M 0.45%
13,532
+503
32
$1.05M 0.42%
12,663
+378
33
$1.04M 0.41%
10,884
-16
34
$1.01M 0.4%
2,869
-2
35
$982K 0.39%
16,709
-39
36
$977K 0.39%
2,164
+5
37
$945K 0.38%
13,705
+90
38
$898K 0.36%
20,325
-42
39
$835K 0.33%
7,440
40
$788K 0.31%
14,685
+25
41
$776K 0.31%
19,179
-10
42
$763K 0.3%
11,743
-105
43
$753K 0.3%
11,907
+792
44
$743K 0.3%
12,906
-35
45
$708K 0.28%
7,100
46
$702K 0.28%
6,505
+195
47
$678K 0.27%
3,253
-77
48
$643K 0.26%
25,687
-119
49
$639K 0.25%
11,732
-100
50
$638K 0.25%
8,359
+486
1
2
3 4