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
$127M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$912K
3
+$542K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$384K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$337K

Top Sells

1
+$1.53M
2
+$336K
3
+$173K
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$141K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$61.4K

Sector Composition

1 Technology 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.96M 7.83%
144,249
+7,847
2
$8.23M 6.47%
156,058
-914
3
$6.29M 4.95%
115,408
-648
4
$5.05M 3.97%
95,368
-3,268
5
$4.64M 3.65%
42,987
-3,118
6
$4.61M 3.62%
53,008
+4,419
7
$4.55M 3.58%
182,380
+13,052
8
$4.51M 3.55%
74,912
+3,728
9
$4.25M 3.34%
128,832
+1,018
10
$4.15M 3.26%
164,110
-2,430
11
$3.87M 3.05%
107,553
-3,906
12
$3.64M 2.86%
64,116
+4,616
13
$3.61M 2.84%
60,634
+4,458
14
$3.4M 2.67%
132,806
+35,680
15
$3.15M 2.47%
+129,294
16
$3.12M 2.45%
62,054
-30,429
17
$2.69M 2.11%
60,588
+3,198
18
$2.63M 2.07%
108,708
-300
19
$2.6M 2.04%
156,956
+11,190
20
$2.58M 2.03%
53,533
-461
21
$2.44M 1.92%
62,127
-540
22
$2.31M 1.82%
56,686
-132
23
$2.27M 1.79%
114,175
-1,100
24
$2.2M 1.73%
43,870
-370
25
$2.19M 1.72%
53,352
-398
1
2 3