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
$128M
AUM Growth
-$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.86M
3
+$1.47M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.14M
5
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$325K

Top Sells

1
+$3.77M
2
+$2.77M
3
+$2.3M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.93M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$395K

Sector Composition

1 Technology 0.3%
2 Energy 0%
3 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.53M 7.42%
150,708
+5,142
2
$8.15M 6.35%
154,848
+522
3
$6.26M 4.88%
114,598
+88
4
$5.18M 4.03%
203,912
+73,228
5
$4.91M 3.82%
93,425
-227
6
$4.79M 3.73%
53,166
+898
7
$4.79M 3.73%
179,252
+2,236
8
$4.69M 3.65%
185,388
+7,764
9
$4.57M 3.56%
41,882
+122
10
$4.28M 3.33%
71,114
+1,054
11
$4.2M 3.27%
133,988
+5,039
12
$4.01M 3.12%
155,038
+6,654
13
$3.7M 2.88%
108,783
+1,845
14
$3.34M 2.6%
142,910
+48,827
15
$3.34M 2.6%
215,194
+136,008
16
$2.88M 2.24%
169,252
+5,980
17
$2.75M 2.14%
55,938
+718
18
$2.61M 2.03%
105,906
+1,692
19
$2.47M 1.92%
61,818
+1,257
20
$2.42M 1.89%
111,350
+950
21
$2.39M 1.86%
185,892
+8,768
22
$2.35M 1.83%
52,450
+570
23
$2.33M 1.81%
55,066
+754
24
$2.29M 1.78%
178,296
+5,307
25
$2.27M 1.77%
60,429
+39,000
1
2 3