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
$240M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$205K
3
+$180K
4
BND icon
Vanguard Total Bond Market
BND
+$175K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$171K

Top Sells

1
+$1.65M
2
+$694K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
XOM icon
Exxon Mobil
XOM
+$238K

Sector Composition

1 Technology 0.96%
2 Financials 0.62%
3 Consumer Discretionary 0.59%
4 Energy 0.56%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.23%
7,743
-777
52
$500K 0.21%
10,146
+25
53
$488K 0.2%
907
+25
54
$488K 0.2%
6,501
55
$475K 0.2%
8,729
-730
56
$471K 0.2%
11,907
-167
57
$460K 0.19%
7,377
-2,499
58
$456K 0.19%
4,750
59
$455K 0.19%
2,245
+28
60
$412K 0.17%
5,953
61
$407K 0.17%
6,114
-6
62
$402K 0.17%
6,824
+10
63
$379K 0.16%
1,271
64
$330K 0.14%
3,365
+66
65
$322K 0.13%
5,803
66
$316K 0.13%
1,775
67
$316K 0.13%
1,958
-1
68
$302K 0.13%
2,664
-9
69
$285K 0.12%
1,200
70
$239K 0.1%
595
71
$231K 0.1%
1,163
72
$230K 0.1%
9,352
73
$213K 0.09%
2,510
74
$213K 0.09%
+1,760
75
$205K 0.09%
+933
1 2
3
4