CMP

Courage Miller Partners Portfolio holdings

AUM $334M
1-Year Est. Return 8.59%
This Quarter Est. Return
1 Year Est. Return
+8.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$353K
3
+$257K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$175K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$155K

Top Sells

1
+$116K
2
+$96.5K
3
+$83.9K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$48.2K

Sector Composition

1 Consumer Discretionary 0.38%
2 Financials 0.31%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.34%
14,635
+135
52
$569K 0.34%
2,101
53
$522K 0.31%
2,800
54
$515K 0.31%
7,253
55
$484K 0.29%
5,892
+360
56
$464K 0.28%
5,461
+35
57
$463K 0.27%
5,746
+100
58
$407K 0.24%
4,885
+92
59
$334K 0.2%
7,712
+577
60
$320K 0.19%
13,033
+738
61
$317K 0.19%
5,060
+205
62
$284K 0.17%
2,909
+195
63
$273K 0.16%
814
64
$259K 0.15%
4,802
+351
65
$233K 0.14%
10,450
66
$203K 0.12%
1,712
1 2
3