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
$195M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$425K
3
+$390K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$284K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$267K

Top Sells

1
+$28.3K
2
+$27.5K
3
+$27.4K
4
ILCV icon
iShares Morningstar Value ETF
ILCV
+$23.7K
5
VV icon
Vanguard Large-Cap ETF
VV
+$20.3K

Sector Composition

1 Financials 0.45%
2 Consumer Discretionary 0.37%
3 Technology 0.25%
4 Real Estate 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$621K 0.32%
12,828
-304
52
$569K 0.29%
9,681
+4,833
53
$563K 0.29%
7,100
54
$538K 0.28%
4,867
+205
55
$532K 0.27%
6,051
+256
56
$526K 0.27%
5,654
+10
57
$494K 0.25%
5,892
+18
58
$492K 0.25%
6,700
59
$457K 0.23%
5,768
+374
60
$427K 0.22%
9,506
+238
61
$383K 0.2%
17,995
-117
62
$359K 0.18%
9,519
63
$359K 0.18%
5,756
+43
64
$349K 0.18%
16,443
65
$321K 0.17%
3,039
+154
66
$306K 0.16%
10,450
67
$293K 0.15%
5,459
+77
68
$267K 0.14%
+10,547
69
$265K 0.14%
814
70
$245K 0.13%
+1,712
71
$225K 0.12%
+1,200
72
$213K 0.11%
+6,917
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