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
$264M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.01M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$519K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$430K

Top Sells

1
+$1.33M
2
+$916K
3
+$799K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$277K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$266K

Sector Composition

1 Technology 1.03%
2 Financials 0.61%
3 Consumer Discretionary 0.57%
4 Industrials 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.54%
21,085
-1,139
27
$1.42M 0.54%
20,210
-2,310
28
$1.31M 0.5%
15,770
-170
29
$1.29M 0.49%
31,732
+2,374
30
$1.27M 0.48%
5,188
31
$1.24M 0.47%
14,820
-367
32
$1.24M 0.47%
5,216
-21
33
$1.2M 0.45%
7,895
34
$1.13M 0.43%
18,169
-935
35
$1.06M 0.4%
10,560
36
$1.02M 0.39%
2,873
37
$1.01M 0.38%
+13,256
38
$990K 0.37%
2,083
-1
39
$965K 0.37%
8,765
-2,516
40
$851K 0.32%
6,090
41
$800K 0.3%
7,166
-2
42
$765K 0.29%
15,200
43
$701K 0.27%
12,650
-2,045
44
$686K 0.26%
15,592
-2,509
45
$646K 0.24%
9,357
-1,609
46
$624K 0.24%
10,536
-1,219
47
$606K 0.23%
6,627
-913
48
$599K 0.23%
907
49
$558K 0.21%
7,594
-1,450
50
$549K 0.21%
5,073
-820
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