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
$143M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$421K
3
+$374K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$281K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$241K

Top Sells

1
+$490K
2
+$410K
3
+$372K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$314K
5
GLD icon
SPDR Gold Trust
GLD
+$222K

Sector Composition

1 Technology 0.48%
2 Financials 0.38%
3 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.35%
2,215
-205
52
$470K 0.33%
5,426
53
$440K 0.31%
7,430
-700
54
$433K 0.3%
5,676
+25
55
$397K 0.28%
11,995
+445
56
$351K 0.24%
5,108
-474
57
$331K 0.23%
1,674
+50
58
$326K 0.23%
4,240
+740
59
$295K 0.21%
7,860
-200
60
$286K 0.2%
8,172
+409
61
$279K 0.19%
3,146
+338
62
$259K 0.18%
5,200
+313
63
$240K 0.17%
4,744
+719
64
$231K 0.16%
5,446
+657
65
$219K 0.15%
10,450
66
$203K 0.14%
+2,006
67
$120K 0.08%
5,404
68
– –
-1,766
1 2
3