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
$264M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.01M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$519K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$430K

Top Sells

1
+$1.33M
2
+$916K
3
+$799K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$277K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$266K

Sector Composition

1 Technology 1.03%
2 Financials 0.61%
3 Consumer Discretionary 0.57%
4 Industrials 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.2%
10,168
52
$519K 0.2%
+1,379
53
$506K 0.19%
10,004
-460
54
$502K 0.19%
6,687
-868
55
$486K 0.18%
8,655
56
$483K 0.18%
4,750
57
$475K 0.18%
2,179
-16
58
$475K 0.18%
6,999
-366
59
$456K 0.17%
10,798
+223
60
$402K 0.15%
8,150
61
$394K 0.15%
6,369
-702
62
$393K 0.15%
16,854
63
$380K 0.14%
9,456
-1,914
64
$363K 0.14%
5,138
-976
65
$339K 0.13%
1,775
66
$325K 0.12%
3,271
-13
67
$318K 0.12%
1,072
+1
68
$312K 0.12%
1,200
69
$292K 0.11%
4,976
-827
70
$273K 0.1%
1,569
-355
71
$262K 0.1%
595
72
$262K 0.1%
2,235
-373
73
$248K 0.09%
1,760
74
$241K 0.09%
1,131
-11
75
$218K 0.08%
2,510
1 2
3
4