CMP

Courage Miller Partners Portfolio holdings

AUM $332M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.01M
3
+$581K
4
MSFT icon
Microsoft
MSFT
+$519K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$430K

Top Sells

1
+$1.33M
2
+$916K
3
+$799K
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$277K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$266K

Sector Composition

1 Technology 1.03%
2 Financials 0.61%
3 Consumer Discretionary 0.57%
4 Industrials 0.48%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,299
1 2 3
4