CMP

Courage Miller Partners Portfolio holdings

AUM $315M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$7.11M
3
+$6.91M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$6.87M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$5.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.47M 8.6%
+180,392
2
$7.11M 6.45%
+132,020
3
$6.91M 6.27%
+64,415
4
$6.87M 6.23%
+102,821
5
$5.88M 5.34%
+111,663
6
$5.03M 4.56%
+113,655
7
$4.8M 4.36%
+190,406
8
$4.46M 4.05%
+128,158
9
$3.65M 3.31%
+135,149
10
$3.62M 3.28%
+47,756
11
$3.59M 3.26%
+171,016
12
$3.54M 3.22%
+69,988
13
$2.9M 2.63%
+59,892
14
$2.87M 2.61%
+61,500
15
$2.85M 2.58%
+87,432
16
$2.82M 2.56%
+77,592
17
$2.79M 2.54%
+138,996
18
$2.47M 2.24%
+48,194
19
$2.39M 2.17%
+131,466
20
$2.37M 2.15%
+58,686
21
$2.36M 2.14%
+143,535
22
$2.28M 2.07%
+66,543
23
$2.27M 2.06%
+59,267
24
$2.25M 2.04%
+58,123
25
$1.6M 1.45%
+49,632
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