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
$295M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.01M
3
+$397K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$320K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$264K

Top Sells

1
+$1.13M
2
+$332K
3
+$229K
4
VV icon
Vanguard Large-Cap ETF
VV
+$103K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$44.4K

Sector Composition

1 Technology 0.84%
2 Financials 0.76%
3 Consumer Discretionary 0.6%
4 Energy 0.42%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.08%
+1,500
77
$231K 0.08%
+5,934
78
$229K 0.08%
2,510
79
$217K 0.07%
438
80
$211K 0.07%
+8,839
81
$208K 0.07%
1,983
82
$200K 0.07%
2,354
83
– –
-866
1 2 3
4