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
+$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.34M
3
+$593K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$324K

Top Sells

1
+$1.91M
2
+$1.77M
3
+$444K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$430K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$404K

Sector Composition

1 Technology 0.44%
2 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$395K 0.29%
+2,900
52
$336K 0.25%
5,694
-56
53
$315K 0.23%
10,500
-1,240
54
$286K 0.21%
1,624
55
$248K 0.18%
3,475
-539
56
$212K 0.16%
+10,265
57
$202K 0.15%
3,950
-541
58
– –
-2,800
1 2
3