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
$292M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$651K
3
+$525K
4
BND icon
Vanguard Total Bond Market
BND
+$365K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$248K

Top Sells

1
+$372K
2
+$202K
3
+$71.6K
4
MSFT icon
Microsoft
MSFT
+$32.9K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$30.9K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Communication Services 0.51%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$555K 0.19%
1,316
-78
52
$550K 0.19%
12,899
53
$546K 0.19%
4,739
-9
54
$539K 0.18%
1,998
55
$529K 0.18%
5,905
-49
56
$527K 0.18%
10,084
-3
57
$518K 0.18%
6,399
-5
58
$499K 0.17%
9,562
-39
59
$469K 0.16%
8,171
-2
60
$430K 0.15%
1,775
61
$405K 0.14%
8,261
62
$383K 0.13%
6,303
+49
63
$379K 0.13%
1,200
64
$378K 0.13%
4,662
-2
65
$374K 0.13%
16,466
-58
66
$350K 0.12%
8,369
-8
67
$341K 0.12%
1,789
68
$297K 0.1%
1,555
69
$296K 0.1%
595
70
$286K 0.1%
2,176
-3
71
$272K 0.09%
2,805
-1
72
$270K 0.09%
1,122
73
$268K 0.09%
4,440
-2
74
$256K 0.09%
883
-22
75
$252K 0.09%
327
1 2
3
4