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
$236M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.52M
3
+$1.4M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.37M
5
UNP icon
Union Pacific
UNP
+$1.3M

Top Sells

1
+$1.47M
2
+$364K
3
+$356K
4
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$178K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$173K

Sector Composition

1 Technology 0.87%
2 Energy 0.68%
3 Financials 0.58%
4 Industrials 0.55%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.74%
19,996
+1,396
27
$1.49M 0.63%
22,348
+352
28
$1.43M 0.6%
23,074
-5,878
29
$1.4M 0.59%
+12,780
30
$1.3M 0.55%
+6,468
31
$1.24M 0.53%
11,240
-18
32
$1.15M 0.49%
19,336
-443
33
$1.1M 0.46%
14,376
+431
34
$1.07M 0.45%
5,242
-87
35
$1.03M 0.44%
14,017
+1,011
36
$888K 0.38%
2,170
37
$886K 0.38%
2,871
-2
38
$826K 0.35%
8,000
39
$782K 0.33%
7,415
40
$764K 0.32%
15,200
41
$751K 0.32%
19,177
-906
42
$730K 0.31%
18,732
-562
43
$727K 0.31%
11,432
+433
44
$676K 0.29%
13,505
-985
45
$653K 0.28%
9,244
-931
46
$640K 0.27%
6,170
47
$615K 0.26%
11,785
-3,409
48
$609K 0.26%
7,171
+258
49
$592K 0.25%
11,606
50
$573K 0.24%
5,923
-193
1
2
3