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
$136M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.57M
3
+$1.55M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.45M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$404K

Top Sells

1
+$1.73M
2
+$719K
3
+$435K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$357K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$308K

Sector Composition

1 Technology 0.26%
2 Utilities 0.16%
3 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 7.73%
145,566
+1,317
2
$8.15M 5.98%
154,326
-1,732
3
$6.31M 4.62%
114,510
-898
4
$5.02M 3.68%
93,652
-1,716
5
$4.72M 3.46%
52,268
-740
6
$4.66M 3.41%
177,016
-5,364
7
$4.57M 3.35%
41,760
-1,227
8
$4.5M 3.29%
177,624
+13,514
9
$4.45M 3.26%
70,060
-4,852
10
$4.42M 3.24%
128,949
+117
11
$3.9M 2.86%
106,938
-615
12
$3.85M 2.82%
148,384
+15,578
13
$3.77M 2.77%
65,408
+1,292
14
$3.4M 2.49%
130,684
+1,390
15
$2.89M 2.12%
163,272
+6,316
16
$2.89M 2.12%
55,220
-6,834
17
$2.77M 2.03%
+61,172
18
$2.6M 1.91%
104,214
-4,494
19
$2.59M 1.9%
51,880
-8,708
20
$2.51M 1.84%
60,561
-1,566
21
$2.43M 1.78%
177,124
+105,500
22
$2.35M 1.73%
110,400
-3,775
23
$2.33M 1.71%
94,083
+6,982
24
$2.3M 1.69%
47,401
-6,132
25
$2.3M 1.69%
54,312
-2,374
1
2 3