CMP

Courage Miller Partners Portfolio holdings

AUM $354M
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.96M
3
+$1.74M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$672K

Top Sells

1
+$1.51M
2
+$822K
3
+$821K
4
GLD icon
SPDR Gold Trust
GLD
+$531K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$504K

Sector Composition

1 Technology 0.75%
2 Consumer Discretionary 0.6%
3 Communication Services 0.57%
4 Industrials 0.47%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.16%
5,203
-529
52
$542K 0.16%
6,374
-9
53
$526K 0.16%
7,980
-1,430
54
$518K 0.16%
4,362
-127
55
$502K 0.15%
6,539
-60
56
$493K 0.15%
4,429
57
$436K 0.13%
1,789
58
$410K 0.12%
1,200
59
$403K 0.12%
8,150
60
$397K 0.12%
2,796
+1
61
$388K 0.12%
16,518
+52
62
$381K 0.11%
5,344
-1,680
63
$381K 0.11%
7,706
+554
64
$375K 0.11%
1,219
-68
65
$373K 0.11%
7,348
66
$355K 0.11%
1,395
-17
67
$335K 0.1%
544
68
$334K 0.1%
6,251
-1,846
69
$319K 0.1%
1,547
-7
70
$302K 0.09%
583
+1
71
$293K 0.09%
3,992
-12
72
$290K 0.09%
3,226
-380
73
$290K 0.09%
595
74
$281K 0.08%
2,806
+1
75
$274K 0.08%
4,439
-1
1 2
3
4