CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$2.11M
3
+$2.1M
4
BND icon
Vanguard Total Bond Market
BND
+$517K
5
GE icon
GE Aerospace
GE
+$383K

Top Sells

1
+$517K
2
+$437K
3
+$420K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$113K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$91.3K

Sector Composition

1 Technology 0.76%
2 Financials 0.62%
3 Consumer Discretionary 0.6%
4 Industrials 0.57%
5 Energy 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.1%
4,976
77
$272K 0.09%
1,789
+29
78
$272K 0.09%
2,208
-27
79
$259K 0.09%
1,133
+2
80
$258K 0.09%
+582
81
$254K 0.09%
+327
82
$253K 0.09%
595
83
$239K 0.08%
+1,983
84
$234K 0.08%
2,510
85
$216K 0.07%
+866
1 2 3
4