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
$244M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.95M
3
+$1.93M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.9M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.51M

Top Sells

1
+$2.88M
2
+$1.95M
3
+$488K
4
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$412K
5
UNP icon
Union Pacific
UNP
+$261K

Sector Composition

1 Technology 0.82%
2 Financials 0.62%
3 Energy 0.6%
4 Consumer Discretionary 0.53%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.21%
10,168
-943
52
$498K 0.2%
10,464
+318
53
$449K 0.18%
8,655
-74
54
$439K 0.18%
7,365
-12
55
$439K 0.18%
4,750
56
$434K 0.18%
+10,575
57
$432K 0.18%
11,370
-537
58
$429K 0.18%
2,195
-50
59
$399K 0.16%
7,071
+247
60
$396K 0.16%
6,114
61
$390K 0.16%
+8,150
62
$373K 0.15%
16,854
-130,068
63
$309K 0.13%
3,284
-81
64
$304K 0.12%
1,775
65
$296K 0.12%
1,924
-34
66
$291K 0.12%
5,803
67
$282K 0.12%
1,071
-200
68
$281K 0.12%
2,608
-56
69
$276K 0.11%
1,200
70
$232K 0.1%
1,760
71
$219K 0.09%
1,299
72
$217K 0.09%
595
73
$216K 0.09%
1,142
-21
74
$207K 0.08%
2,510
75
– –
-6,501
1 2
3
4