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
$240M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$205K
3
+$180K
4
BND icon
Vanguard Total Bond Market
BND
+$175K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$171K

Top Sells

1
+$1.65M
2
+$694K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
XOM icon
Exxon Mobil
XOM
+$238K

Sector Composition

1 Technology 0.96%
2 Financials 0.62%
3 Consumer Discretionary 0.59%
4 Energy 0.56%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.76%
16,941
+53
27
$1.51M 0.63%
22,312
-36
28
$1.43M 0.6%
22,448
-626
29
$1.32M 0.55%
6,468
30
$1.24M 0.52%
11,212
-28
31
$1.16M 0.48%
19,312
-24
32
$1.15M 0.48%
5,236
-6
33
$1.14M 0.47%
14,760
+384
34
$1.13M 0.47%
10,560
-2,220
35
$1.1M 0.46%
14,248
+231
36
$1.04M 0.43%
7,975
-25
37
$976K 0.41%
2,863
-8
38
$924K 0.39%
23,814
+4,637
39
$924K 0.38%
2,084
-86
40
$787K 0.33%
7,415
41
$767K 0.32%
18,511
-221
42
$765K 0.32%
15,200
43
$745K 0.31%
11,235
-197
44
$735K 0.31%
6,143
-27
45
$705K 0.29%
13,485
-20
46
$677K 0.28%
9,244
47
$636K 0.26%
11,772
-13
48
$629K 0.26%
7,267
+96
49
$619K 0.26%
6,215
+292
50
$559K 0.23%
11,111
-495
1
2
3 4