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
$295M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.01M
3
+$397K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$320K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$264K

Top Sells

1
+$1.13M
2
+$332K
3
+$229K
4
VV icon
Vanguard Large-Cap ETF
VV
+$103K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.4K

Sector Composition

1 Technology 0.84%
2 Financials 0.76%
3 Consumer Discretionary 0.6%
4 Energy 0.42%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.53%
20,772
+1,190
27
$1.53M 0.52%
20,575
-297
28
$1.52M 0.51%
2,850
29
$1.5M 0.51%
7,900
+5
30
$1.43M 0.48%
5,187
+1
31
$1.29M 0.44%
16,464
+410
32
$1.25M 0.42%
10,522
33
$1.25M 0.42%
15,044
+490
34
$1.23M 0.42%
5,188
35
$1.16M 0.39%
2,078
36
$1.06M 0.36%
15,784
-68
37
$986K 0.33%
8,923
+96
38
$943K 0.32%
12,313
+2
39
$942K 0.32%
6,090
40
$913K 0.31%
7,081
41
$861K 0.29%
910
42
$742K 0.25%
6,675
-10,213
43
$735K 0.25%
12,591
+297
44
$645K 0.22%
8,427
-173
45
$640K 0.22%
14,215
-182
46
$622K 0.21%
6,499
+86
47
$607K 0.21%
10,229
-135
48
$553K 0.19%
4,750
49
$552K 0.19%
6,383
-16
50
$545K 0.18%
10,084
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