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
$174M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$331K
3
+$208K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$181K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$150K

Top Sells

1
+$251K
2
+$203K
3
+$203K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$169K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$70.6K

Sector Composition

1 Consumer Discretionary 0.43%
2 Financials 0.35%
3 Real Estate 0.19%
4 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611K 0.35%
2,101
52
$600K 0.35%
2,800
53
$591K 0.34%
14,670
+35
54
$539K 0.31%
7,253
55
$483K 0.28%
5,934
+42
56
$474K 0.27%
5,483
+22
57
$460K 0.26%
5,748
+2
58
$427K 0.25%
4,896
+11
59
$346K 0.2%
8,054
+342
60
$331K 0.19%
+8,081
61
$325K 0.19%
5,215
+155
62
$319K 0.18%
13,092
+59
63
$303K 0.17%
814
64
$290K 0.17%
2,911
+2
65
$259K 0.15%
4,802
66
$194K 0.11%
10,450
67
– –
-1,712
1 2
3