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
$249M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.25M
3
+$2.73M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$615K
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$498K

Top Sells

1
+$1.49M
2
+$436K
3
+$399K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$367K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$322K

Sector Composition

1 Consumer Discretionary 0.6%
2 Financials 0.52%
3 Technology 0.39%
4 Communication Services 0.29%
5 Materials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.1%
1,636
+69
77
$235K 0.09%
1,760
-200
78
$233K 0.09%
1,376
79
$228K 0.09%
636
-46
80
$217K 0.09%
6,850
81
$213K 0.09%
883
-35
82
$210K 0.08%
2,510
83
$18K 0.01%
25,000
-60,000
1 2 3
4