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
$143M
AUM Growth
-$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$421K
3
+$374K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$281K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$241K

Top Sells

1
+$490K
2
+$410K
3
+$372K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$314K
5
GLD icon
SPDR Gold Trust
GLD
+$222K

Sector Composition

1 Technology 0.48%
2 Financials 0.38%
3 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 13.15%
2,124,060
-22,128
2
$11.6M 8.07%
835,930
+55,912
3
$6.21M 4.33%
118,258
-1,520
4
$5.11M 3.56%
351,621
-1,563
5
$4.87M 3.4%
189,206
+9,188
6
$4.86M 3.39%
89,772
-1,004
7
$4.15M 2.89%
164,532
-2,064
8
$4.05M 2.83%
70,356
+1,725
9
$3.9M 2.72%
189,936
+18,252
10
$3.85M 2.68%
132,253
+1,454
11
$3.8M 2.65%
72,485
-1,424
12
$3.71M 2.59%
176,531
+13,382
13
$3.66M 2.55%
169,837
+11,171
14
$3.53M 2.46%
220,095
-4,908
15
$3.41M 2.38%
95,334
+4,736
16
$3.1M 2.16%
205,854
-7,656
17
$2.71M 1.89%
176,480
-24,220
18
$2.63M 1.84%
24,354
-300
19
$2.51M 1.75%
85,820
-14,001
20
$2.27M 1.59%
47,241
-4,062
21
$2.19M 1.53%
313,928
-4,680
22
$2.16M 1.51%
71,044
-2,012
23
$2.14M 1.5%
79,374
-6,324
24
$1.99M 1.39%
44,962
-1,022
25
$1.9M 1.32%
78,465
-6,770
1
2 3