CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$1.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$419K
2
+$336K
3
+$209K
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$209K
5
GLD icon
SPDR Gold Trust
GLD
+$202K

Top Sells

1
+$979K
2
+$587K
3
+$338K
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$324K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$287K

Sector Composition

1 Technology 0.37%
2 Financials 0.37%
3 Consumer Discretionary 0.18%
4 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.33%
5,787
+14
52
$467K 0.33%
9,578
-302
53
$456K 0.32%
8,130
54
$443K 0.31%
5,426
55
$427K 0.3%
20,259
+5,755
56
$329K 0.23%
4,223
-5
57
$324K 0.23%
5,764
-40
58
$289K 0.2%
1,637
59
$268K 0.19%
5,379
+16
60
$264K 0.18%
7,712
+882
61
$259K 0.18%
8,740
62
$258K 0.18%
6,940
-700
63
$233K 0.16%
2,848
+12
64
$231K 0.16%
2,567
-6
65
$209K 0.15%
+1,916
66
$202K 0.14%
+1,716
67
$166K 0.12%
7,001
68
– –
-20,900
69
– –
-8,797
1 2
3