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
$127M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$912K
3
+$542K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$384K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$337K

Top Sells

1
+$1.53M
2
+$336K
3
+$173K
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$141K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$61.4K

Sector Composition

1 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.21%
3,001
52
$259K 0.2%
+9,425
53
$257K 0.2%
1,566
54
$251K 0.2%
+4,111
55
$224K 0.18%
+3,311
1 2
3