CMP

Courage Miller Partners Portfolio holdings

AUM $354M
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.96M
3
+$1.74M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

1
+$1.51M
2
+$822K
3
+$821K
4
GLD icon
SPDR Gold Trust
GLD
+$531K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$504K

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.6%
3 Communication Services 0.57%
4 Industrials 0.47%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.54%
20,520
-222
27
$1.73M 0.52%
7,870
-30
28
$1.69M 0.51%
5,160
-25
29
$1.62M 0.49%
18,335
+68
30
$1.59M 0.48%
19,753
-543
31
$1.54M 0.46%
16,377
-53
32
$1.48M 0.44%
6,090
33
$1.43M 0.43%
2,144
-99
34
$1.23M 0.37%
5,188
35
$1.19M 0.36%
15,063
-794
36
$1.19M 0.36%
10,513
-9
37
$992K 0.3%
7,038
-70
38
$991K 0.3%
8,965
+785
39
$957K 0.29%
12,256
+54
40
$884K 0.26%
13,538
-162
41
$840K 0.25%
907
-3
42
$696K 0.21%
16,074
+3,368
43
$696K 0.21%
7,169
+297
44
$675K 0.2%
7,661
-640
45
$657K 0.2%
4,750
46
$634K 0.19%
5,249
-374
47
$600K 0.18%
11,066
-2,680
48
$581K 0.17%
1,155
-1,695
49
$578K 0.17%
8,687
-1,217
50
$546K 0.16%
10,087
+3
1
2
3 4