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
+$28K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$178
2
+$157
3
+$118
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$102
5
IYR icon
iShares US Real Estate ETF
IYR
+$79

Top Sells

1
+$1.96M

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
52
$553K 0.3%
10,656
53
$532K 0.29%
5,230
54
$531K 0.29%
6,501
55
$523K 0.28%
7,100
56
$518K 0.28%
9,966
57
$506K 0.27%
2,835
58
$459K 0.25%
5,808
59
$447K 0.24%
6,548
+1
60
$441K 0.24%
5,600
+1
61
$399K 0.21%
9,983
62
$386K 0.21%
17,745
63
$383K 0.21%
10,450
64
$342K 0.18%
16,057
65
$322K 0.17%
6,007
66
$305K 0.16%
3,776
67
$294K 0.16%
11,447
68
$287K 0.15%
1,712
69
$267K 0.14%
5,613
70
$247K 0.13%
1,280
1 2
3