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
$252M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$2.34M
3
+$410K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$333K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$303K

Top Sells

1
+$7.89M
2
+$5.78M
3
+$2.41M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.27M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$335K

Sector Composition

1 Financials 0.6%
2 Consumer Discretionary 0.59%
3 Technology 0.54%
4 Communication Services 0.21%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624K 0.25%
5,767
+55
52
$595K 0.24%
8,678
-118
53
$562K 0.22%
12,458
54
$535K 0.21%
6,501
55
$532K 0.21%
4,151
-5
56
$520K 0.21%
7,325
57
$446K 0.18%
8,900
58
$438K 0.17%
5,808
59
$423K 0.17%
6,379
+57
60
$397K 0.16%
3,708
-420
61
$340K 0.14%
6,117
+45
62
$321K 0.13%
1,775
+63
63
$306K 0.12%
1,964
+253
64
$289K 0.11%
2,080
+200
65
$286K 0.11%
1,348
+195
66
$266K 0.11%
1,200
67
$248K 0.1%
3,174
68
$246K 0.1%
1,760
69
$244K 0.1%
595
70
$234K 0.09%
6,850
71
$220K 0.09%
382
72
$220K 0.09%
2,510
73
$218K 0.09%
883
74
$218K 0.09%
8,186
-850
75
$214K 0.09%
+1,314
1 2
3
4