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
$297M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.09M
3
+$966K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$839K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$401K

Top Sells

1
+$1.47M
2
+$451K
3
+$303K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$129K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$100K

Sector Composition

1 Technology 0.91%
2 Financials 0.66%
3 Consumer Discretionary 0.59%
4 Communication Services 0.44%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.19%
4,750
52
$560K 0.19%
12,899
+1,707
53
$555K 0.19%
4,748
-8
54
$551K 0.19%
9,601
-40
55
$539K 0.18%
5,634
-686
56
$533K 0.18%
10,087
57
$526K 0.18%
1,998
-170
58
$515K 0.17%
8,173
-235
59
$500K 0.17%
5,954
-1,045
60
$431K 0.15%
1,775
61
$423K 0.14%
6,254
+139
62
$415K 0.14%
8,261
63
$393K 0.13%
16,524
64
$384K 0.13%
8,377
-330
65
$383K 0.13%
4,664
-404
66
$330K 0.11%
1,200
67
$307K 0.1%
595
68
$307K 0.1%
1,555
-13
69
$299K 0.1%
1,789
70
$294K 0.1%
2,179
-29
71
$293K 0.1%
4,442
-48
72
$290K 0.1%
327
73
$284K 0.1%
2,806
-420
74
$276K 0.09%
905
-85
75
$266K 0.09%
1,122
-11
1 2
3
4