CMP

Courage Miller Partners Portfolio holdings

AUM $332M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$315M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$778K
3
+$735K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$582K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$468K

Top Sells

1
+$749K
2
+$502K
3
+$482K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$437K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Financials 0.74%
2 Technology 0.65%
3 Consumer Discretionary 0.63%
4 Industrials 0.47%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.09%
1,500
77
$272K 0.09%
4,440
78
$258K 0.08%
883
79
$253K 0.08%
325
80
$247K 0.08%
9,256
+417
81
$238K 0.08%
438
82
$217K 0.07%
1,983
83
$216K 0.07%
2,354
84
$216K 0.07%
2,510
85
$202K 0.06%
+356
86
$202K 0.06%
+755
1 2 3
4