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
$211M
AUM Growth
-$41.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$347K
2
+$308K
3
+$159K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$142K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$125K

Top Sells

1
+$12.9M
2
+$286K
3
+$246K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$234K
5
COST icon
Costco
COST
+$220K

Sector Composition

1 Financials 0.58%
2 Technology 0.51%
3 Consumer Discretionary 0.5%
4 Communication Services 0.11%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,348
1 2 3
4