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
$169M
AUM Growth
-$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$920K
3
+$860K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$583K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$355K

Top Sells

1
+$45.1K
2
+$13.6K
3
+$6.88K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.16K
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$3.86K

Sector Composition

1 Consumer Discretionary 0.34%
2 Financials 0.34%
3 Real Estate 0.19%
4 Industrials 0.16%
5 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.33%
14,776
+352
52
$525K 0.31%
2,101
53
$515K 0.31%
15,520
+850
54
$488K 0.29%
9,790
+4,988
55
$476K 0.28%
5,972
+38
56
$465K 0.28%
7,253
57
$447K 0.27%
5,974
+226
58
$444K 0.26%
5,483
59
$398K 0.24%
5,753
+857
60
$360K 0.21%
9,237
+1,183
61
$349K 0.21%
14,193
+1,101
62
$317K 0.19%
8,081
63
$290K 0.17%
5,611
+396
64
$277K 0.16%
3,103
+192
65
$262K 0.16%
814
66
$261K 0.15%
+5,547
67
$220K 0.13%
10,450
68
$209K 0.12%
+5,300
69
$207K 0.12%
+1,712
1 2
3