CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.86M
3
+$1.47M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.14M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$325K

Top Sells

1
+$3.77M
2
+$2.77M
3
+$2.3M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.93M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$395K

Sector Composition

1 Technology 0.3%
2 Energy 0%
3 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.22%
1,669
+123
52
$273K 0.21%
5,230
+390
53
$253K 0.2%
9,235
-40
54
$239K 0.19%
3,453
+207
55
– –
-61,172
56
– –
-2,080
57
– –
-32,008
58
– –
-3,060
59
– –
-47,401
60
– –
-65,408
1 2
3