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
$240M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$205K
3
+$180K
4
BND icon
Vanguard Total Bond Market
BND
+$175K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$171K

Top Sells

1
+$1.65M
2
+$694K
3
+$421K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K
5
XOM icon
Exxon Mobil
XOM
+$238K

Sector Composition

1 Technology 0.96%
2 Financials 0.62%
3 Consumer Discretionary 0.59%
4 Energy 0.56%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.09%
1,299
1 2 3
4