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
+$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.03M
3
+$886K
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$623K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360K

Top Sells

1
+$1.69M
2
+$1.54M
3
+$1.47M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.12M
5
AAPL icon
Apple
AAPL
+$684K

Sector Composition

1 Financials 0.32%
2 Consumer Discretionary 0.22%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 14.37%
2,218,482
+94,422
2
$12.8M 8.85%
858,048
+22,118
3
$6.17M 4.27%
238,458
+49,252
4
$6.16M 4.25%
117,082
-1,176
5
$5.53M 3.82%
371,985
+20,364
6
$4.83M 3.34%
88,748
-1,024
7
$4.5M 3.11%
70,768
+412
8
$4.26M 2.94%
168,912
+4,380
9
$4.04M 2.79%
128,979
-3,274
10
$3.99M 2.75%
195,570
+5,634
11
$3.83M 2.65%
96,502
+1,168
12
$3.76M 2.6%
71,154
-1,331
13
$3.37M 2.33%
213,735
+7,881
14
$2.81M 1.94%
178,560
+2,080
15
$2.65M 1.83%
24,377
+23
16
$2.62M 1.81%
97,894
+38,578
17
$2.54M 1.76%
111,854
-64,677
18
$2.54M 1.75%
105,741
-64,096
19
$2.52M 1.74%
152,271
-67,824
20
$2.52M 1.74%
82,947
-2,873
21
$2.29M 1.58%
46,278
-963
22
$2.27M 1.57%
78,174
-1,200
23
$2.23M 1.54%
294,632
-19,296
24
$2.1M 1.45%
43,930
-1,032
25
$2.05M 1.41%
95,693
+11,791
1
2 3