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
$134M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$3.95M
3
+$2.79M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$668K

Top Sells

1
+$1.38M
2
+$974K
3
+$920K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$706K
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$665K

Sector Composition

1 Technology 0.43%
2 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.27%
11,740
+2,570
52
$339K 0.25%
5,750
+560
53
$318K 0.24%
4,014
+623
54
$288K 0.22%
1,624
55
$252K 0.19%
+9,280
56
$222K 0.17%
+4,491
57
– –
-5,512
58
– –
-6,273
59
– –
-4,289
1 2
3