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
$165M
AUM Growth
+$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.14M
3
+$292K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$291K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$290K

Top Sells

1
+$1.46M
2
+$1.1M
3
+$414K
4
VV icon
Vanguard Large-Cap ETF
VV
+$208K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$206K

Sector Composition

1 Financials 0.34%
2 Consumer Discretionary 0.26%
3 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$555K 0.34%
2,800
52
$554K 0.34%
14,610
+190
53
$523K 0.32%
7,255
-5
54
$473K 0.29%
5,426
55
$465K 0.28%
5,532
-237
56
$435K 0.26%
7,440
-20
57
$409K 0.25%
5,051
+190
58
$367K 0.22%
4,779
-78
59
$342K 0.21%
7,271
-328
60
$315K 0.19%
4,898
-349
61
$263K 0.16%
10,526
+819
62
$257K 0.16%
2,616
-219
63
$252K 0.15%
4,451
64
$242K 0.15%
10,450
65
$240K 0.15%
814
66
$211K 0.13%
1,712
67
$128K 0.08%
5,134
-20
68
– –
-64,449
1 2
3