CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$758K
3
+$732K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$412K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$359K

Top Sells

1
+$856K
2
+$290K
3
+$207K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$149K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$143K

Sector Composition

1 Consumer Discretionary 0.67%
2 Financials 0.55%
3 Technology 0.42%
4 Communication Services 0.29%
5 Materials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.1%
1,376
77
$242K 0.1%
682
78
$231K 0.09%
1,567
+149
79
$230K 0.09%
+1,880
80
$220K 0.09%
6,850
81
$212K 0.09%
918
82
$209K 0.09%
+2,510
83
$105K 0.04%
85,000
-15,000
84
– –
-814
85
– –
-28,152
1 2 3
4