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
$244M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.95M
3
+$1.93M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.9M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.51M

Top Sells

1
+$2.88M
2
+$1.95M
3
+$488K
4
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$412K
5
UNP icon
Union Pacific
UNP
+$261K

Sector Composition

1 Technology 0.82%
2 Financials 0.62%
3 Energy 0.6%
4 Consumer Discretionary 0.53%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.59%
22,520
+208
27
$1.35M 0.55%
22,224
-224
28
$1.25M 0.51%
11,281
+69
29
$1.24M 0.51%
10,560
30
$1.22M 0.5%
29,358
+5,544
31
$1.15M 0.47%
15,940
+1,180
32
$1.11M 0.46%
15,187
+939
33
$1.11M 0.46%
5,237
+1
34
$1.1M 0.45%
19,104
-208
35
$1.06M 0.43%
5,188
-1,280
36
$1.01M 0.41%
2,873
+10
37
$1M 0.41%
7,895
-80
38
$891K 0.37%
2,084
39
$797K 0.33%
6,090
-53
40
$766K 0.31%
15,200
41
$741K 0.3%
7,168
-247
42
$733K 0.3%
14,695
+1,210
43
$702K 0.29%
18,101
-410
44
$696K 0.29%
10,966
-269
45
$609K 0.25%
11,755
-17
46
$596K 0.24%
9,044
-200
47
$589K 0.24%
7,540
+273
48
$556K 0.23%
5,893
-322
49
$517K 0.21%
7,555
-188
50
$513K 0.21%
907
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