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
+$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$232K
3
+$218K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$210K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$208K

Top Sells

1
+$1.41M
2
+$72.1K
3
+$54K
4
AMZN icon
Amazon
AMZN
+$28.4K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$25.1K

Sector Composition

1 Technology 0.41%
2 Financials 0.33%
3 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 12.77%
2,146,188
+27,018
2
$11.2M 7.76%
780,018
+17,858
3
$6.33M 4.38%
119,778
-132
4
$5.05M 3.49%
90,776
-8
5
$4.98M 3.44%
353,184
+8,874
6
$4.83M 3.34%
180,018
+7,768
7
$4.57M 3.16%
68,631
-1,082
8
$4.23M 2.93%
166,596
+100
9
$4.04M 2.79%
130,799
+1,117
10
$3.89M 2.69%
73,909
11
$3.66M 2.53%
171,684
+3,500
12
$3.66M 2.53%
158,666
+2,389
13
$3.53M 2.44%
163,149
+3,702
14
$3.42M 2.36%
225,003
+6,243
15
$3.41M 2.36%
90,598
+881
16
$3.17M 2.2%
99,821
+439
17
$3.1M 2.14%
213,510
+4,857
18
$2.89M 2%
200,700
+1,176
19
$2.77M 1.92%
24,654
-223
20
$2.33M 1.61%
85,698
-816
21
$2.29M 1.59%
51,303
-96
22
$2.22M 1.54%
73,056
-340
23
$2.21M 1.53%
318,608
+3,600
24
$2.09M 1.44%
45,984
-481
25
$2.08M 1.44%
85,235
-280
1
2 3