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
$121M
AUM Growth
-$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.79M
3
+$1.79M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.62M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.45M

Top Sells

1
+$4.79M
2
+$4.59M
3
+$4.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.47M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.26M

Sector Composition

1 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.24%
1,624
-45
52
$266K 0.22%
9,170
-65
53
$261K 0.22%
3,391
-62
54
$228K 0.19%
+4,289
55
$126K 0.1%
5,512
-6,800
56
– –
-20,409
57
– –
-3,179
58
– –
-3,931
59
– –
-3,333
60
– –
-71,114
61
– –
-48,424
62
– –
-53,166
63
– –
-3,356
1 2
3