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
$160M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.13M
3
+$466K
4
BA icon
Boeing
BA
+$207K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$198K

Top Sells

1
+$330K
2
+$110K
3
+$69K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$67K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$44.5K

Sector Composition

1 Financials 0.32%
2 Consumer Discretionary 0.22%
3 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.34%
2,165
52
$516K 0.32%
14,420
+115
53
$513K 0.32%
2,800
54
$500K 0.31%
7,260
55
$484K 0.3%
5,769
-51
56
$482K 0.3%
5,426
57
$388K 0.24%
4,861
-175
58
$361K 0.23%
4,857
-42
59
$359K 0.22%
7,460
60
$341K 0.21%
7,599
-589
61
$325K 0.2%
5,247
-532
62
$265K 0.17%
2,835
-118
63
$245K 0.15%
9,707
+1,674
64
$244K 0.15%
4,451
65
$240K 0.15%
10,450
66
$208K 0.13%
1,712
-4
67
$207K 0.13%
+814
68
$127K 0.08%
5,154
69
– –
-1,546
1 2
3