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
$297M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.09M
3
+$966K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$839K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$401K

Top Sells

1
+$1.47M
2
+$451K
3
+$303K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$129K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$100K

Sector Composition

1 Technology 0.91%
2 Financials 0.66%
3 Consumer Discretionary 0.59%
4 Communication Services 0.44%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.55%
37,097
+2,348
27
$1.6M 0.54%
20,905
-123
28
$1.51M 0.51%
19,309
+304
29
$1.47M 0.49%
7,895
-30
30
$1.47M 0.49%
5,187
31
$1.41M 0.47%
16,185
+157
32
$1.36M 0.46%
14,628
-344
33
$1.31M 0.44%
2,850
34
$1.28M 0.43%
5,188
35
$1.23M 0.41%
10,522
-67
36
$1.22M 0.41%
2,118
+35
37
$1.11M 0.37%
15,886
-141
38
$1.01M 0.34%
6,090
39
$975K 0.33%
8,811
+565
40
$967K 0.33%
12,339
41
$908K 0.31%
7,081
-57
42
$807K 0.27%
910
43
$771K 0.26%
15,200
44
$764K 0.26%
12,265
-54
45
$712K 0.24%
14,533
-855
46
$687K 0.23%
8,709
-556
47
$660K 0.22%
10,404
-76
48
$647K 0.22%
6,354
-143
49
$600K 0.2%
1,394
+1
50
$569K 0.19%
6,404
-726
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2
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