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
$140M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$290K
3
+$177K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$140K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$84.8K

Top Sells

1
+$915K
2
+$642K
3
+$607K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$349K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$336K

Sector Composition

1 Technology 0.37%
2 Financials 0.33%
3 Consumer Discretionary 0.22%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.34%
9,606
+28
52
$467K 0.33%
3,225
-465
53
$463K 0.33%
5,650
-137
54
$460K 0.33%
5,426
55
$457K 0.33%
8,130
56
$343K 0.25%
11,490
-7,050
57
$325K 0.23%
5,596
-168
58
$313K 0.22%
8,740
59
$291K 0.21%
1,624
-13
60
$290K 0.21%
+10,450
61
$288K 0.21%
3,490
-733
62
$267K 0.19%
7,763
+51
63
$239K 0.17%
2,806
-42
64
$236K 0.17%
4,887
-492
65
$217K 0.16%
1,716
66
$139K 0.1%
5,462
-1,539
67
– –
-6,940
68
– –
-2,567
69
– –
-1,916
1 2
3