CMP

Courage Miller Partners Portfolio holdings

AUM $332M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$778K
3
+$735K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$582K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$468K

Top Sells

1
+$749K
2
+$502K
3
+$482K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$437K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Financials 0.74%
2 Technology 0.65%
3 Consumer Discretionary 0.63%
4 Industrials 0.47%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$548K 0.17%
12,706
52
$543K 0.17%
10,084
53
$531K 0.17%
1,742
-33
54
$526K 0.17%
6,383
55
$491K 0.16%
4,489
56
$487K 0.15%
4,429
-2,246
57
$480K 0.15%
6,599
+145
58
$472K 0.15%
7,024
-1,147
59
$426K 0.14%
1,200
60
$404K 0.13%
8,150
61
$391K 0.12%
8,097
-170
62
$383K 0.12%
16,466
63
$373K 0.12%
7,348
-1,297
64
$371K 0.12%
2,795
+621
65
$367K 0.12%
1,287
-309
66
$335K 0.11%
1,412
+290
67
$317K 0.1%
1,789
68
$317K 0.1%
7,152
+1,218
69
$314K 0.1%
595
70
$304K 0.1%
1,554
71
$301K 0.1%
3,606
-1,046
72
$290K 0.09%
582
-734
73
$288K 0.09%
+544
74
$280K 0.09%
+1,001
75
$278K 0.09%
2,805
1 2
3
4