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
$181M
AUM Growth
-$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$322K
3
+$315K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$279K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$264K

Top Sells

1
+$399K
2
+$307K
3
+$268K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$262K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$233K

Sector Composition

1 Consumer Discretionary 0.37%
2 Financials 0.33%
3 Technology 0.21%
4 Real Estate 0.18%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$590K 0.33%
2,835
52
$528K 0.29%
5,644
-360
53
$524K 0.29%
7,100
54
$516K 0.28%
4,662
+20
55
$505K 0.28%
5,795
+70
56
$457K 0.25%
5,874
-106
57
$419K 0.23%
5,394
-4
58
$386K 0.21%
18,112
-5,478
59
$379K 0.21%
9,268
-374
60
$375K 0.21%
6,700
-4,788
61
$350K 0.19%
16,443
-3,133
62
$335K 0.18%
9,519
63
$327K 0.18%
5,713
-244
64
$310K 0.17%
814
-40
65
$294K 0.16%
2,885
-304
66
$280K 0.15%
4,848
-262
67
$279K 0.15%
+10,450
68
$264K 0.15%
+5,382
69
– –
-9,897
1 2
3