CMP

Courage Miller Partners Portfolio holdings

AUM $332M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$778K
3
+$735K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$582K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$468K

Top Sells

1
+$749K
2
+$502K
3
+$482K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$437K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Financials 0.74%
2 Technology 0.65%
3 Consumer Discretionary 0.63%
4 Industrials 0.47%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.55%
7,900
27
$1.73M 0.55%
20,742
-30
28
$1.58M 0.5%
5,185
-2
29
$1.54M 0.49%
20,296
-279
30
$1.46M 0.46%
16,430
+1,386
31
$1.46M 0.46%
18,267
+1,803
32
$1.39M 0.44%
2,243
+165
33
$1.38M 0.44%
2,850
34
$1.19M 0.38%
5,188
35
$1.18M 0.37%
15,857
+73
36
$1.13M 0.36%
10,522
37
$1.07M 0.34%
6,090
38
$948K 0.3%
7,108
+27
39
$944K 0.3%
12,202
-111
40
$903K 0.29%
8,180
-743
41
$901K 0.29%
910
42
$850K 0.27%
13,700
+1,109
43
$692K 0.22%
8,301
-126
44
$684K 0.22%
13,746
-469
45
$651K 0.21%
6,872
+373
46
$619K 0.2%
5,623
47
$611K 0.19%
4,750
48
$608K 0.19%
9,904
-325
49
$565K 0.18%
9,410
-169
50
$555K 0.18%
5,732
-173
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2
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