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
$140M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$290K
3
+$177K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$140K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$84.8K

Top Sells

1
+$915K
2
+$642K
3
+$607K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$349K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$336K

Sector Composition

1 Technology 0.37%
2 Financials 0.33%
3 Consumer Discretionary 0.22%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 12.56%
2,119,170
+8,346
2
$10.3M 7.38%
762,160
+10,292
3
$6.36M 4.55%
119,910
-4,750
4
$5.05M 3.61%
90,784
-3,162
5
$4.76M 3.4%
344,310
-5,400
6
$4.63M 3.31%
172,250
-6,908
7
$4.59M 3.28%
69,713
-4,591
8
$4.24M 3.03%
166,496
-6,808
9
$3.9M 2.79%
73,909
-3,928
10
$3.73M 2.67%
129,682
-4,202
11
$3.65M 2.61%
168,184
-4,908
12
$3.33M 2.38%
156,277
+3,982
13
$3.27M 2.33%
218,760
+3,177
14
$3.24M 2.31%
159,447
+2,568
15
$3.16M 2.26%
89,717
-1,745
16
$3.12M 2.23%
99,382
-3,907
17
$2.92M 2.09%
208,653
+4,932
18
$2.8M 2%
24,877
-2,653
19
$2.69M 1.93%
199,524
-2,432
20
$2.25M 1.61%
86,514
-5,232
21
$2.16M 1.54%
51,399
-3,180
22
$2.14M 1.53%
73,396
-9,244
23
$2.07M 1.48%
315,008
+8,088
24
$2M 1.43%
85,515
-11,255
25
$1.99M 1.42%
46,465
-2,506
1
2 3