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
$198M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$384K
3
+$156K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$117K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$104K

Top Sells

1
+$285K
2
+$242K
3
+$209K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$205K
5
IXJ icon
iShares Global Healthcare ETF
IXJ
+$204K

Sector Composition

1 Technology 0.57%
2 Consumer Discretionary 0.55%
3 Financials 0.49%
4 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.24%
8,372
-298
52
$472K 0.24%
5,799
+14
53
$464K 0.23%
6,501
54
$445K 0.22%
8,900
55
$440K 0.22%
2,688
-72
56
$423K 0.21%
12,134
-291
57
$373K 0.19%
5,808
58
$362K 0.18%
3,374
59
$352K 0.18%
6,559
60
$315K 0.16%
6,455
+75
61
$290K 0.15%
3,013
+58
62
$275K 0.14%
1,775
63
$269K 0.14%
6,264
+136
64
$263K 0.13%
2,049
65
$213K 0.11%
1,200
66
$204K 0.1%
883
67
$201K 0.1%
8,186
68
– –
-3,174
69
– –
-2,510
70
– –
-595
1 2
3