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
$145M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$587K
3
+$459K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$451K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$345K

Top Sells

1
+$444K
2
+$177K
3
+$54.3K
4
AMZN icon
Amazon
AMZN
+$1.35K

Sector Composition

1 Financials 0.33%
2 Technology 0.33%
3 Consumer Discretionary 0.2%
4 Communication Services 0.2%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.33%
18,120
-2,064
52
$459K 0.32%
+9,880
53
$454K 0.31%
8,130
54
$450K 0.31%
5,773
+181
55
$437K 0.3%
5,426
56
$320K 0.22%
5,804
+108
57
$317K 0.22%
4,228
+735
58
$295K 0.2%
8,740
-40
59
$294K 0.2%
14,504
+3,758
60
$290K 0.2%
+7,640
61
$287K 0.2%
+20,900
62
$285K 0.2%
1,637
+13
63
$268K 0.19%
+5,363
64
$228K 0.16%
+2,573
65
$220K 0.15%
6,830
+608
66
$213K 0.15%
+2,836
67
$143K 0.1%
+7,001
68
– –
-11,225
69
– –
-9,404
1 2
3