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
$198M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$384K
3
+$156K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$117K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$104K

Top Sells

1
+$285K
2
+$242K
3
+$209K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$205K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$204K

Sector Composition

1 Technology 0.57%
2 Consumer Discretionary 0.55%
3 Financials 0.49%
4 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.59%
22,035
+187
27
$1.13M 0.57%
8,179
+345
28
$1.13M 0.57%
15,023
+665
29
$956K 0.48%
5,329
+1
30
$902K 0.45%
13,439
+461
31
$885K 0.45%
7,830
+10
32
$857K 0.43%
12,575
+39
33
$782K 0.39%
16,127
+3,210
34
$775K 0.39%
2,170
35
$767K 0.39%
10,682
-191
36
$762K 0.38%
2,853
37
$753K 0.38%
15,844
-858
38
$704K 0.35%
7,425
-15
39
$690K 0.35%
19,894
-431
40
$647K 0.33%
14,765
+25
41
$639K 0.32%
11,517
-181
42
$628K 0.32%
18,077
-1,072
43
$628K 0.32%
25,085
-528
44
$583K 0.29%
6,090
+4,010
45
$580K 0.29%
11,732
46
$574K 0.29%
6,579
47
$555K 0.28%
12,514
-392
48
$553K 0.28%
7,100
49
$544K 0.27%
11,265
-478
50
$514K 0.26%
8,880
+140
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