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
$278M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$356K
3
+$139K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$44.8K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$23.2K

Top Sells

1
+$6.24M
2
+$2.11M
3
+$2.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$448K
5
GE icon
GE Aerospace
GE
+$383K

Sector Composition

1 Technology 0.99%
2 Consumer Discretionary 0.64%
3 Financials 0.63%
4 Communication Services 0.52%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.55%
7,925
27
$1.53M 0.55%
34,749
+348
28
$1.48M 0.53%
21,028
29
$1.39M 0.5%
5,187
-30
30
$1.38M 0.5%
19,005
+25
31
$1.29M 0.46%
14,972
+15
32
$1.26M 0.45%
16,028
+31
33
$1.22M 0.44%
10,589
34
$1.17M 0.42%
5,188
35
$1.16M 0.42%
2,850
-30
36
$1.13M 0.41%
2,083
37
$1.11M 0.4%
6,090
38
$1.04M 0.37%
16,027
+5,479
39
$924K 0.33%
12,339
-1,161
40
$911K 0.33%
8,246
-154
41
$847K 0.3%
7,138
42
$774K 0.28%
910
43
$768K 0.28%
15,200
44
$721K 0.26%
12,319
+19
45
$700K 0.25%
15,388
-10
46
$693K 0.25%
9,265
-61
47
$623K 0.22%
1,393
48
$607K 0.22%
10,480
49
$585K 0.21%
6,320
-4
50
$570K 0.21%
6,497
+8
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2
3 4