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
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$232K
3
+$218K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$210K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$208K

Top Sells

1
+$1.41M
2
+$72.1K
3
+$54K
4
AMZN icon
Amazon
AMZN
+$28.4K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.1K

Sector Composition

1 Technology 0.41%
2 Financials 0.33%
3 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.33%
8,130
52
$478K 0.33%
3,310
+85
53
$473K 0.33%
5,426
54
$470K 0.33%
5,651
+1
55
$357K 0.25%
11,550
+60
56
$347K 0.24%
5,582
-14
57
$337K 0.23%
8,060
-680
58
$297K 0.21%
1,624
59
$291K 0.2%
7,763
60
$282K 0.2%
3,500
+10
61
$276K 0.19%
10,450
62
$256K 0.18%
4,887
63
$241K 0.17%
2,808
+2
64
$222K 0.15%
1,766
+50
65
$218K 0.15%
+4,789
66
$210K 0.15%
+4,025
67
$137K 0.09%
5,404
-58
68
– –
-74,339
1 2
3