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
$292M
AUM Growth
-$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$651K
3
+$525K
4
BND icon
Vanguard Total Bond Market
BND
+$365K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$248K

Top Sells

1
+$372K
2
+$202K
3
+$71.6K
4
MSFT icon
Microsoft
MSFT
+$32.9K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$30.9K

Sector Composition

1 Technology 0.95%
2 Consumer Discretionary 0.68%
3 Financials 0.67%
4 Communication Services 0.51%
5 Industrials 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.08%
866
77
$229K 0.08%
438
78
$224K 0.08%
1,983
79
$216K 0.07%
2,510
80
$208K 0.07%
2,354
81
– –
-7,898
1 2 3
4