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
$152M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$330K
3
+$286K
4
DVY icon
iShares Select Dividend ETF
DVY
+$272K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Top Sells

1
+$34K
2
+$23.8K
3
+$22.8K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.5K
5
VV icon
Vanguard Large-Cap ETF
VV
+$15.3K

Sector Composition

1 Financials 0.31%
2 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$480K 0.32%
5,426
52
$478K 0.31%
5,820
+1
53
$475K 0.31%
7,260
54
$474K 0.31%
2,800
55
$402K 0.26%
5,036
-95
56
$361K 0.24%
7,460
+260
57
$344K 0.23%
4,899
-76
58
$339K 0.22%
8,188
-26
59
$334K 0.22%
5,779
-15
60
$330K 0.22%
+1,546
61
$272K 0.18%
+2,953
62
$231K 0.15%
+10,450
63
$231K 0.15%
+4,451
64
$203K 0.13%
+1,716
65
$203K 0.13%
+8,033
66
$123K 0.08%
+5,154
1 2
3