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
$211M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$308K
3
+$159K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$142K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$125K

Top Sells

1
+$12.9M
2
+$286K
3
+$246K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$234K
5
COST icon
Costco
COST
+$220K

Sector Composition

1 Financials 0.58%
2 Technology 0.51%
3 Consumer Discretionary 0.5%
4 Communication Services 0.11%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.61%
21,848
+115
27
$1.12M 0.53%
14,358
+1,262
28
$1.07M 0.51%
7,834
29
$1M 0.48%
5,328
-595
30
$940K 0.45%
12,978
+315
31
$884K 0.42%
12,536
-996
32
$870K 0.41%
10,873
-11
33
$840K 0.4%
16,702
-7
34
$831K 0.39%
7,820
35
$819K 0.39%
2,170
+6
36
$779K 0.37%
2,853
-16
37
$757K 0.36%
7,440
38
$718K 0.34%
20,325
39
$705K 0.33%
12,917
+1,010
40
$701K 0.33%
11,698
-2,007
41
$689K 0.33%
19,149
-30
42
$667K 0.32%
14,740
+55
43
$645K 0.31%
12,906
44
$641K 0.3%
25,613
-74
45
$613K 0.29%
11,732
46
$608K 0.29%
6,579
+74
47
$596K 0.28%
7,100
48
$588K 0.28%
11,743
49
$532K 0.25%
5,785
+18
50
$527K 0.25%
8,740
+381
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