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
$278M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$481K
2
+$356K
3
+$139K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$44.8K
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$23.2K

Top Sells

1
+$6.24M
2
+$2.11M
3
+$2.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$448K
5
GE icon
GE Aerospace
GE
+$383K

Sector Composition

1 Technology 0.99%
2 Consumer Discretionary 0.64%
3 Financials 0.63%
4 Communication Services 0.52%
5 Energy 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.08%
2,510
77
$227K 0.08%
1,983
78
$210K 0.08%
866
79
– –
-10,450
80
– –
-2,732
81
– –
-65,377
82
– –
-582
83
– –
-25,365
84
– –
-57,734
85
– –
-5,588
1 2 3
4