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
$177M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$65.8K
2
+$57.4K
3
+$50.3K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$49.2K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$44.7K

Top Sells

1
+$6.08M
2
+$277K
3
+$207K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$162K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$85.5K

Sector Composition

1 Consumer Discretionary 0.41%
2 Financials 0.32%
3 Real Estate 0.21%
4 Technology 0.18%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$593K 0.34%
2,101
52
$591K 0.33%
15,615
+95
53
$569K 0.32%
2,835
+35
54
$523K 0.3%
7,253
55
$520K 0.29%
5,979
+5
56
$474K 0.27%
5,483
57
$471K 0.27%
5,972
58
$448K 0.25%
5,810
+57
59
$397K 0.22%
9,252
+15
60
$380K 0.21%
9,519
+1,438
61
$363K 0.21%
14,404
+211
62
$326K 0.18%
5,687
+76
63
$317K 0.18%
6,688
+1,388
64
$310K 0.18%
814
65
$307K 0.17%
3,130
+27
66
$291K 0.16%
5,016
-4,774
67
$285K 0.16%
5,523
-24
68
$234K 0.13%
10,450
69
– –
-1,712
1 2
3