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
$182M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.87M
3
+$4.05M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.33M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$513K

Top Sells

1
+$6.43M
2
+$3.4M
3
+$2.99M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.54M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.44M

Sector Composition

1 Consumer Discretionary 0.45%
2 Financials 0.33%
3 Technology 0.31%
4 Real Estate 0.19%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.33%
2,835
52
$568K 0.31%
11,488
+4,800
53
$524K 0.29%
6,004
+25
54
$523K 0.29%
7,100
-153
55
$513K 0.28%
+4,642
56
$499K 0.27%
5,725
+242
57
$499K 0.27%
23,590
-160,906
58
$468K 0.26%
5,980
+170
59
$431K 0.24%
5,398
-574
60
$416K 0.23%
19,576
-71,453
61
$413K 0.23%
9,642
+390
62
$347K 0.19%
9,519
63
$341K 0.19%
5,957
+270
64
$317K 0.17%
3,189
+59
65
$310K 0.17%
854
+40
66
$307K 0.17%
9,897
-60,382
67
$299K 0.16%
5,110
+94
68
– –
-10,450
69
– –
-14,404
70
– –
-5,523
1 2
3