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
$264M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.58%
2 Financials 0.53%
3 Technology 0.46%
4 Communication Services 0.28%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$254K 0.1%
9,036
-1,012
77
$253K 0.1%
636
78
$237K 0.09%
883
79
$235K 0.09%
6,850
80
$227K 0.09%
2,510
81
$222K 0.08%
+726
82
$217K 0.08%
+382
83
$217K 0.08%
+3,671
84
$213K 0.08%
1,376
85
$18K 0.01%
25,000
86
-281,803