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
$295M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.01M
3
+$397K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$320K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$264K

Top Sells

1
+$1.13M
2
+$332K
3
+$229K
4
VV icon
Vanguard Large-Cap ETF
VV
+$103K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.4K

Sector Composition

1 Technology 0.84%
2 Financials 0.76%
3 Consumer Discretionary 0.6%
4 Energy 0.42%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.18%
12,706
-193
52
$522K 0.18%
5,623
-4
53
$517K 0.18%
9,579
+17
54
$511K 0.17%
1,775
55
$496K 0.17%
8,171
56
$494K 0.17%
1,316
57
$478K 0.16%
5,905
58
$469K 0.16%
4,489
-250
59
$438K 0.15%
8,645
-6,555
60
$421K 0.14%
1,200
61
$410K 0.14%
1,596
-402
62
$410K 0.14%
6,454
+151
63
$398K 0.13%
8,150
-111
64
$381K 0.13%
16,466
65
$379K 0.13%
4,652
-10
66
$361K 0.12%
8,267
-102
67
$302K 0.1%
595
68
$296K 0.1%
1,554
-1
69
$292K 0.1%
2,174
-2
70
$279K 0.09%
1,789
71
$277K 0.09%
2,805
72
$276K 0.09%
883
73
$273K 0.09%
4,440
74
$268K 0.09%
325
-2
75
$249K 0.08%
1,122
1 2
3
4