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
$249M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.25M
3
+$2.73M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$615K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$498K

Top Sells

1
+$1.49M
2
+$436K
3
+$399K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$367K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$322K

Sector Composition

1 Consumer Discretionary 0.6%
2 Financials 0.52%
3 Technology 0.39%
4 Communication Services 0.29%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$670K 0.27%
3,336
-2,170
52
$656K 0.26%
6,004
+19
53
$620K 0.25%
24,499
+5,488
54
$605K 0.24%
5,913
-812
55
$601K 0.24%
11,935
+858
56
$574K 0.23%
4,999
-755
57
$572K 0.23%
8,994
-1,848
58
$569K 0.23%
6,501
59
$569K 0.23%
7,698
-912
60
$566K 0.23%
19,288
-4,219
61
$484K 0.19%
7,393
-4,922
62
$479K 0.19%
4,174
-110
63
$467K 0.19%
5,808
64
$454K 0.18%
6,107
-57
65
$449K 0.18%
8,900
66
$361K 0.15%
5,849
+323
67
$308K 0.12%
10,450
68
$285K 0.11%
10,048
-6,934
69
$281K 0.11%
1,712
70
$267K 0.11%
1,200
-80
71
$267K 0.11%
12,302
72
$253K 0.1%
595
73
$251K 0.1%
1,880
74
$248K 0.1%
3,174
75
$244K 0.1%
1,118
+33
1 2
3
4