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
$264M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$2.16M
3
+$1.93M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$651K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$426K

Top Sells

1
+$5.94M
2
+$282K
3
+$194K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$117K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$112K

Sector Composition

1 Consumer Discretionary 0.58%
2 Financials 0.53%
3 Technology 0.46%
4 Communication Services 0.28%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.25%
5,712
-201
52
$659K 0.25%
7,873
+175
53
$653K 0.25%
11,832
-650
54
$649K 0.25%
25,806
+1,307
55
$612K 0.23%
8,796
-198
56
$609K 0.23%
12,458
+523
57
$604K 0.23%
19,189
-99
58
$566K 0.21%
6,501
59
$557K 0.21%
7,325
-68
60
$509K 0.19%
4,156
-18
61
$471K 0.18%
4,128
-871
62
$462K 0.17%
6,322
+215
63
$454K 0.17%
5,808
64
$448K 0.17%
8,900
65
$363K 0.14%
6,072
+223
66
$335K 0.13%
10,450
67
$293K 0.11%
1,712
68
$281K 0.11%
595
69
$272K 0.1%
1,880
70
$268K 0.1%
1,711
+75
71
$263K 0.1%
3,174
72
$261K 0.1%
1,153
+35
73
$260K 0.1%
1,200
74
$255K 0.1%
1,760
75
$255K 0.1%
11,895
-407
1 2
3
4