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
$121M
AUM Growth
-$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.79M
3
+$1.79M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.62M
5
SLY
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
+$1.45M

Top Sells

1
+$4.79M
2
+$4.59M
3
+$4.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.47M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$2.26M

Sector Composition

1 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.1M 6.7%
154,044
-804
2
$6.24M 5.16%
114,080
-518
3
$4.82M 3.98%
93,123
-302
4
$4.8M 3.97%
189,686
+4,298
5
$4.59M 3.79%
75,367
-75,341
6
$4.57M 3.78%
41,517
-365
7
$4.19M 3.47%
160,176
+5,138
8
$4.18M 3.46%
105,831
+45,402
9
$4.12M 3.4%
184,604
+41,694
10
$3.98M 3.29%
138,060
+4,072
11
$3.71M 3.07%
256,448
+41,254
12
$3.52M 2.91%
109,235
+452
13
$3.32M 2.74%
170,260
+1,008
14
$3.05M 2.52%
229,665
+51,369
15
$2.74M 2.26%
104,904
-1,002
16
$2.64M 2.19%
191,896
+6,004
17
$2.61M 2.16%
109,242
-94,670
18
$2.6M 2.15%
55,491
-447
19
$2.54M 2.1%
61,296
-522
20
$2.53M 2.09%
90,744
-88,508
21
$2.51M 2.08%
51,832
-1,224
22
$2.5M 2.06%
110,285
-1,065
23
$2.48M 2.05%
42,108
-959
24
$2.35M 1.94%
54,494
-572
25
$2.18M 1.8%
+51,166
1
2 3