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
-$207K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.89M
3
+$1.01M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$905K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$591K

Top Sells

1
+$738K
2
+$595K
3
+$478K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$361K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$302K

Sector Composition

1 Technology 0.42%
2 Financials 0.28%
3 Consumer Discretionary 0.17%
4 Real Estate 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$439K 0.33%
+8,130
52
$430K 0.32%
15,798
+62
53
$378K 0.28%
2,900
54
$304K 0.23%
5,696
+2
55
$292K 0.22%
10,705
+205
56
$264K 0.2%
1,624
57
$248K 0.18%
3,493
+18
58
$225K 0.17%
+8,780
59
$221K 0.16%
10,746
+481
60
$204K 0.15%
+6,222
61
$177K 0.13%
+11,225
62
– –
-3,950
1 2
3