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
$236M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.52M
3
+$1.4M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.37M
5
UNP icon
Union Pacific
UNP
+$1.3M

Top Sells

1
+$1.47M
2
+$364K
3
+$356K
4
ISCV icon
iShares Morningstar Small-Cap Value ETF
ISCV
+$178K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$173K

Sector Composition

1 Technology 0.87%
2 Energy 0.68%
3 Financials 0.58%
4 Industrials 0.55%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.23%
9,876
-490
52
$544K 0.23%
8,520
-21
53
$506K 0.21%
9,459
-1,497
54
$494K 0.21%
10,121
+598
55
$491K 0.21%
6,501
56
$476K 0.2%
12,074
-51
57
$438K 0.19%
+882
58
$433K 0.18%
4,750
59
$418K 0.18%
5,953
60
$414K 0.18%
2,217
-307
61
$406K 0.17%
6,814
+412
62
$391K 0.17%
6,120
-1,714
63
$355K 0.15%
1,271
+388
64
$329K 0.14%
3,299
65
$325K 0.14%
1,775
66
$322K 0.14%
5,803
-270
67
$313K 0.13%
2,673
-469
68
$297K 0.13%
1,959
-16
69
$271K 0.11%
1,200
70
$236K 0.1%
9,352
71
$220K 0.09%
1,163
72
$212K 0.09%
1,299
73
$209K 0.09%
2,510
74
$205K 0.09%
+595
1 2
3