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
$230M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$856K
2
+$829K
3
+$446K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$442K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$429K

Top Sells

1
+$674K
2
+$222K
3
+$142K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$117K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$109K

Sector Composition

1 Financials 0.9%
2 Consumer Discretionary 0.65%
3 Technology 0.4%
4 Communication Services 0.2%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.31%
6,237
52
$676K 0.29%
7,100
53
$676K 0.29%
11,014
-354
54
$662K 0.29%
9,949
-18
55
$655K 0.28%
23,754
-814
56
$623K 0.27%
5,743
-283
57
$617K 0.27%
6,925
+1,671
58
$580K 0.25%
6,314
-138
59
$567K 0.25%
6,501
60
$565K 0.25%
10,596
-225
61
$545K 0.24%
8,370
-59
62
$539K 0.23%
19,104
-170
63
$474K 0.21%
5,808
64
$458K 0.2%
4,011
-162
65
$450K 0.2%
8,900
66
$445K 0.19%
17,480
+1,890
67
$419K 0.18%
5,836
-147
68
$376K 0.16%
17,269
-95
69
$340K 0.15%
10,450
70
$334K 0.15%
5,197
-149
71
$274K 0.12%
1,712
72
$271K 0.12%
1,280
73
$254K 0.11%
1,376
74
$235K 0.1%
3,174
+103
75
$225K 0.1%
1,051
+22
1 2
3
4