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
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.21M
3
+$690K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$372K

Top Sells

1
+$706K
2
+$354K
3
+$252K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$201K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$191K

Sector Composition

1 Financials 0.34%
2 Consumer Discretionary 0.33%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$552K 0.33%
2,101
-60
52
$544K 0.33%
14,500
-110
53
$538K 0.33%
7,440
54
$520K 0.32%
7,253
-2
55
$479K 0.29%
5,532
56
$464K 0.28%
5,426
57
$426K 0.26%
5,646
+595
58
$369K 0.22%
4,793
+14
59
$344K 0.21%
7,135
-136
60
$316K 0.19%
4,855
-43
61
$303K 0.18%
12,295
+1,769
62
$266K 0.16%
814
63
$258K 0.16%
2,714
+98
64
$251K 0.15%
+4,451
65
$229K 0.14%
10,450
66
$215K 0.13%
1,712
67
– –
-5,134
68
– –
-4,451
1 2
3