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
$297M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.09M
3
+$966K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$839K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$401K

Top Sells

1
+$1.47M
2
+$451K
3
+$303K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$129K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$100K

Sector Composition

1 Technology 0.91%
2 Financials 0.66%
3 Consumer Discretionary 0.59%
4 Communication Services 0.44%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.08%
2,510
77
$232K 0.08%
1,983
78
$228K 0.08%
866
79
$215K 0.07%
+438
80
$207K 0.07%
+2,354
81
$202K 0.07%
+7,898
1 2 3
4