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
$244M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.95M
3
+$1.93M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.9M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.51M

Top Sells

1
+$2.88M
2
+$1.95M
3
+$488K
4
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$412K
5
UNP icon
Union Pacific
UNP
+$261K

Sector Composition

1 Technology 0.82%
2 Financials 0.62%
3 Energy 0.6%
4 Consumer Discretionary 0.53%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,953
77
– –
-9,352
78
– –
-933
79
– –
-21,480
1 2 3
4