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CMP

Courage Miller Partners Portfolio holdings

AUM $354M
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
+1.16%
1 Year Est. Return
+13.72%
3 Year Est. Return
+33.15%
5 Year Est. Return
+27.37%
10 Year Est. Return
+98.22%
AUM
$354M
AUM Growth
+$22.2M
Cap. Flow
+$21.5M
Cap. Flow %
6.08%
Top 10 Hldgs %
61.11%
Holding
93
New
9
Increased
25
Reduced
24
Closed
1

Top Buys

1
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$10.6M
2
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.01M
3
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$1.96M
4
GLD icon
SPDR Gold Trust
GLD
+$1.43M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.03M

Top Sells

1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$510K
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$269K
3
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$264K
4
SPGI icon
S&P Global
SPGI
+$239K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$220K

Sector Composition

1 Industrials 0.66%
2 Technology 0.65%
3 Communication Services 0.58%
4 Energy 0.57%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWI icon
51
iShares MSCI ACWI ETF
ACWI
$33.1B
$657K 0.19%
4,750
– –
GE icon
52
GE Aerospace
GE
$361B
$618K 0.17%
+2,176
New +$684K
QQQ icon
53
Invesco QQQ Trust
QQQ
$473B
$583K 0.16%
+1,010
New +$614K
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$74.2B
$581K 0.16%
5,140
-26
-0.5% -$3.13K
STPZ icon
55
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$514M
$546K 0.15%
10,084
– –
ISCV icon
56
iShares Morningstar Small-Cap Value ETF
ISCV
$694M
$540K 0.15%
7,774
-56
-0.7% -$4K
IJR icon
57
iShares Core S&P Small-Cap ETF
IJR
$111B
$538K 0.15%
4,331
-4
-0.1% -$508
ISCG icon
58
iShares Morningstar Small-Cap Growth ETF
ISCG
$976M
$532K 0.15%
9,712
-47
-0.5% -$2.7K
REZ icon
59
iShares Residential and Multisector Real Estate ETF
REZ
$908M
$525K 0.15%
6,308
-20
-0.3% -$1.72K
SCZ icon
60
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$516K 0.15%
6,584
+44
+0.7% +$3.58K
IEMG icon
61
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$495K 0.14%
7,095
-9
-0.1% -$650
ILCG icon
62
iShares Morningstar Growth ETF
ILCG
$3.16B
$495K 0.14%
5,180
– –
GEV icon
63
GE Vernova
GEV
$278B
$475K 0.13%
544
– –
TIP icon
64
iShares TIPS Bond ETF
TIP
$14.4B
$461K 0.13%
4,177
– –
BNDX icon
65
Vanguard Total International Bond ETF
BNDX
$82.2B
$439K 0.12%
9,129
– –
VXUS icon
66
Vanguard Total International Stock ETF
VXUS
$154B
$431K 0.12%
+5,588
New +$444K
DVY icon
67
iShares Select Dividend ETF
DVY
$23.9B
$424K 0.12%
2,797
-5
-0.2% -$755
GOOG icon
68
Alphabet (Google) Class C
GOOG
$4.32T
$415K 0.12%
1,445
– –
SPUS icon
69
SP Funds S&P 500 Sharia ETF
SPUS
$2.85B
$391K 0.11%
8,123
– –
VEU icon
70
Vanguard FTSE All-World ex-US ETF
VEU
$66.1B
$390K 0.11%
5,190
-88
-2% -$6.82K
SCHZ icon
71
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$382K 0.11%
16,460
– –
VOO icon
72
Vanguard S&P 500 ETF
VOO
$984B
$382K 0.11%
639
+113
+21% +$70.7K
ICSH icon
73
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.85B
$372K 0.11%
7,348
– –
VB icon
74
Vanguard Small-Cap ETF
VB
$80.2B
$365K 0.1%
1,395
– –
VV icon
75
Vanguard Large-Cap ETF
VV
$52.7B
$364K 0.1%
1,219
– –
1 2
3
4

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