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
$186M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$532K
2
+$517K
3
+$383K
4
DVY icon
iShares Select Dividend ETF
DVY
+$304K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$267K

Top Sells

1
+$507K
2
+$287K
3
+$195K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$191K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$184K

Sector Composition

1 Consumer Discretionary 0.62%
2 Financials 0.4%
3 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.31%
5,248
-30
52
$552K 0.3%
10,656
+116
53
$532K 0.29%
+5,230
54
$530K 0.28%
6,501
+201
55
$523K 0.28%
7,100
56
$517K 0.28%
+9,966
57
$506K 0.27%
2,835
58
$458K 0.25%
5,808
+191
59
$447K 0.24%
6,547
+91
60
$441K 0.24%
5,599
+254
61
$399K 0.21%
9,983
+10
62
$386K 0.21%
17,745
63
$383K 0.21%
+10,450
64
$341K 0.18%
16,057
-68
65
$322K 0.17%
6,007
+8
66
$304K 0.16%
+3,776
67
$293K 0.16%
11,447
-66
68
$286K 0.15%
1,712
69
$267K 0.14%
+5,613
70
$247K 0.13%
+1,280
71
– –
-11,675
1 2
3