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
$218M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.23M
3
+$1.1M
4
AAPL icon
Apple
AAPL
+$760K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$664K

Top Sells

1
+$1.94M
2
+$782K
3
+$575K
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$528K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$510K

Sector Composition

1 Consumer Discretionary 0.62%
2 Technology 0.46%
3 Financials 0.43%
4 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$644K 0.3%
7,100
52
$638K 0.29%
11,368
-4,764
53
$636K 0.29%
9,967
+1
54
$572K 0.26%
24,568
-7,213
55
$568K 0.26%
6,501
56
$561K 0.26%
19,274
-2,606
57
$559K 0.26%
10,821
+838
58
$554K 0.25%
6,026
-522
59
$553K 0.25%
6,452
+852
60
$538K 0.25%
8,429
-2,227
61
$495K 0.23%
5,808
62
$450K 0.21%
+8,900
63
$409K 0.19%
5,983
-24
64
$403K 0.19%
+5,254
65
$401K 0.18%
4,173
+397
66
$399K 0.18%
15,590
+4,143
67
$380K 0.17%
17,364
-381
68
$376K 0.17%
10,450
69
$332K 0.15%
5,346
-267
70
$305K 0.14%
1,712
71
$280K 0.13%
1,280
72
$249K 0.11%
+1,376
73
$222K 0.1%
+2,910
74
$214K 0.1%
+682
75
$211K 0.1%
+3,071
1 2
3
4