CMP

Courage Miller Partners Portfolio holdings

AUM $332M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
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
+$619M
2
+$8.26M
3
+$3.89M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.19M

Top Sells

1
+$1.33M
2
+$972K
3
+$902K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$703K
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$653K

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
– –
-6,273
58
– –
-4,289
59
– –
-5,512
1 2
3