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
$145M
AUM Growth
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.03M
3
+$886K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$623K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360K

Top Sells

1
+$1.69M
2
+$1.54M
3
+$1.47M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Financials 0.32%
2 Consumer Discretionary 0.22%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.33%
5,426
52
$467K 0.32%
2,800
-560
53
$459K 0.32%
7,260
-170
54
$457K 0.32%
5,819
+143
55
$403K 0.28%
5,131
+891
56
$344K 0.24%
4,975
-133
57
$324K 0.22%
8,214
+42
58
$319K 0.22%
7,200
-660
59
$314K 0.22%
5,794
+594
60
– –
-23,608
61
– –
-1,674
62
– –
-3,146
63
– –
-10,450
64
– –
-5,404
65
– –
-5,446
66
– –
-2,006
67
– –
-4,744
1 2
3