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
$145M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$587K
3
+$459K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$451K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$345K

Top Sells

1
+$444K
2
+$177K
3
+$54.3K
4
AMZN icon
Amazon
AMZN
+$1.35K

Sector Composition

1 Financials 0.33%
2 Technology 0.33%
3 Consumer Discretionary 0.2%
4 Communication Services 0.2%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 12.48%
2,231,034
+120,768
2
$10.7M 7.4%
776,786
+32,694
3
$6.58M 4.54%
125,754
+2,764
4
$5.08M 3.51%
94,720
+2,134
5
$4.75M 3.28%
369,687
+14,475
6
$4.5M 3.11%
178,310
+4,014
7
$4.42M 3.05%
171,654
+11,822
8
$4.17M 2.88%
79,774
+4,123
9
$4.07M 2.81%
141,318
+3,863
10
$4.03M 2.79%
78,567
+2,486
11
$3.63M 2.51%
183,258
+4,220
12
$3.29M 2.28%
232,776
+4,395
13
$3.16M 2.18%
106,173
+2,997
14
$3.01M 2.08%
91,983
+6,643
15
$2.99M 2.07%
27,705
+1,497
16
$2.8M 1.94%
136,473
+4,360
17
$2.73M 1.89%
204,489
+16,410
18
$2.67M 1.85%
205,232
+4,616
19
$2.65M 1.83%
136,107
+10,792
20
$2.58M 1.79%
100,374
+3,450
21
$2.57M 1.77%
88,644
+2,932
22
$2.55M 1.76%
40,160
+1,268
23
$2.54M 1.75%
105,375
+2,200
24
$2.37M 1.63%
47,676
+1,434
25
$2.33M 1.61%
58,908
+2,112
1
2 3