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
$292M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$651K
3
+$525K
4
BND icon
Vanguard Total Bond Market
BND
+$365K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$248K

Top Sells

1
+$372K
2
+$202K
3
+$71.6K
4
MSFT icon
Microsoft
MSFT
+$32.9K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$30.9K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Communication Services 0.51%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.59%
7,895
27
$1.61M 0.55%
37,772
+675
28
$1.55M 0.53%
20,872
-33
29
$1.5M 0.51%
5,186
-1
30
$1.4M 0.48%
16,054
-131
31
$1.38M 0.47%
19,582
+273
32
$1.31M 0.45%
14,554
-74
33
$1.29M 0.44%
2,850
34
$1.22M 0.42%
2,078
-40
35
$1.18M 0.41%
5,188
36
$1.15M 0.39%
6,090
37
$1.13M 0.39%
10,522
38
$1.01M 0.35%
15,852
-34
39
$972K 0.33%
8,827
+16
40
$920K 0.32%
12,311
-28
41
$903K 0.31%
7,081
42
$834K 0.29%
910
43
$767K 0.26%
15,200
44
$766K 0.26%
12,294
+29
45
$712K 0.24%
14,397
-136
46
$659K 0.23%
8,600
-109
47
$657K 0.23%
10,364
-40
48
$597K 0.2%
6,413
+59
49
$571K 0.2%
5,627
-7
50
$558K 0.19%
4,750
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