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
$136M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.57M
3
+$1.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.45M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$404K

Top Sells

1
+$1.73M
2
+$719K
3
+$435K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$357K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$308K

Sector Composition

1 Technology 0.26%
2 Utilities 0.16%
3 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.25%
1,758
-35
52
$327K 0.24%
12,703
+542
53
$282K 0.21%
3,001
54
$281K 0.21%
4,520
+409
55
$271K 0.2%
4,840
+38
56
$265K 0.19%
9,275
-150
57
$260K 0.19%
1,546
-20
58
$233K 0.17%
3,246
-65
59
$219K 0.16%
+3,060
60
$209K 0.15%
+2,080
1 2
3