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
$245M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$758K
3
+$732K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$412K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$359K

Top Sells

1
+$856K
2
+$290K
3
+$207K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$149K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$143K

Sector Composition

1 Consumer Discretionary 0.67%
2 Financials 0.55%
3 Technology 0.42%
4 Communication Services 0.29%
5 Materials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$725K 0.3%
10,428
+479
52
$718K 0.29%
7,100
53
$715K 0.29%
23,507
-247
54
$700K 0.29%
10,842
-172
55
$686K 0.28%
6,725
+411
56
$676K 0.28%
5,985
+242
57
$664K 0.27%
5,754
-483
58
$626K 0.26%
8,610
+240
59
$611K 0.25%
11,077
+481
60
$572K 0.23%
6,501
61
$500K 0.2%
4,284
+273
62
$483K 0.2%
16,982
-2,122
63
$483K 0.2%
19,011
+1,531
64
$477K 0.2%
5,808
65
$457K 0.19%
6,164
+328
66
$450K 0.18%
8,900
67
$370K 0.15%
5,526
+329
68
$355K 0.15%
10,450
69
$299K 0.12%
1,280
70
$284K 0.12%
1,712
71
$267K 0.11%
12,302
-4,967
72
$252K 0.1%
3,174
73
$246K 0.1%
1,960
74
$244K 0.1%
595
75
$244K 0.1%
1,085
+34
1 2
3
4