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
$252M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$2.34M
3
+$410K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$333K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$303K

Top Sells

1
+$7.89M
2
+$5.78M
3
+$2.41M
4
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$2.27M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$335K

Sector Composition

1 Financials 0.6%
2 Consumer Discretionary 0.59%
3 Technology 0.54%
4 Communication Services 0.21%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.08%
726
77
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-1,376
78
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-10,450
79
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-64,566
80
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-3,671
81
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-636
82
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-47,455
83
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-66,875
84
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-25,000
85
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-11,895
86
– –
-368,708
1 2 3
4