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
$134M
AUM Growth
+$776K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.34M
3
+$593K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$324K

Top Sells

1
+$1.91M
2
+$1.77M
3
+$444K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$430K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$404K

Sector Composition

1 Technology 0.44%
2 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14M 10.44%
1,707,342
+481,218
2
$9.24M 6.87%
606,228
+88,252
3
$6.7M 4.98%
127,146
-8,438
4
$5.34M 3.97%
98,142
-3,182
5
$4.58M 3.41%
180,836
-770
6
$4.31M 3.21%
72,902
+1,078
7
$4.19M 3.12%
133,882
+1,247
8
$4.15M 3.08%
160,302
+4,146
9
$4.14M 3.08%
79,343
-4,828
10
$3.9M 2.91%
305,922
+25,407
11
$3.58M 2.67%
32,942
-3,952
12
$3.21M 2.39%
104,663
-465
13
$3.14M 2.34%
172,900
+6,506
14
$2.98M 2.22%
72,905
+4,714
15
$2.86M 2.13%
68,523
-4,617
16
$2.83M 2.11%
197,188
+5,952
17
$2.75M 2.05%
191,901
+41,301
18
$2.67M 1.99%
97,464
-378
19
$2.62M 1.95%
184,488
+19,944
20
$2.51M 1.86%
51,619
-108
21
$2.46M 1.83%
103,645
-205
22
$2.46M 1.83%
86,344
-964
23
$2.35M 1.75%
57,063
-225
24
$2.17M 1.61%
38,650
-195
25
$2.15M 1.6%
51,188
-106
1
2 3