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
$278M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$356K
3
+$139K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$44.8K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$23.2K

Top Sells

1
+$6.24M
2
+$2.11M
3
+$2.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$448K
5
GE icon
GE Aerospace
GE
+$383K

Sector Composition

1 Technology 0.99%
2 Consumer Discretionary 0.64%
3 Financials 0.63%
4 Communication Services 0.52%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.2%
6,999
52
$549K 0.2%
7,130
-458
53
$541K 0.19%
2,168
-9
54
$534K 0.19%
4,750
55
$521K 0.19%
10,087
-81
56
$516K 0.19%
9,641
-207
57
$507K 0.18%
4,756
58
$493K 0.18%
8,408
-214
59
$472K 0.17%
11,192
-148
60
$402K 0.14%
8,261
-95
61
$387K 0.14%
5,068
-70
62
$382K 0.14%
1,775
63
$377K 0.14%
6,115
+8
64
$377K 0.14%
16,524
-330
65
$371K 0.13%
8,707
-139
66
$328K 0.12%
1,789
67
$315K 0.11%
1,200
68
$313K 0.11%
3,226
-45
69
$296K 0.11%
327
70
$285K 0.1%
1,568
71
$267K 0.1%
2,208
72
$265K 0.1%
595
73
$257K 0.09%
4,490
-486
74
$252K 0.09%
990
-83
75
$247K 0.09%
1,133
1 2
3
4