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
$152M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$431K
2
+$330K
3
+$286K
4
DVY icon
iShares Select Dividend ETF
DVY
+$272K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$231K

Top Sells

1
+$34K
2
+$23.8K
3
+$22.8K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$19.5K
5
VV icon
Vanguard Large-Cap ETF
VV
+$15.3K

Sector Composition

1 Financials 0.31%
2 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 14.35%
2,263,194
+44,712
2
$13.8M 9.12%
871,014
+12,966
3
$6.52M 4.29%
249,422
+10,964
4
$6.16M 4.06%
117,068
-14
5
$5.79M 3.81%
385,233
+13,248
6
$4.85M 3.19%
88,332
-416
7
$4.43M 2.92%
71,714
+946
8
$4.39M 2.89%
130,579
+1,600
9
$4.31M 2.84%
170,860
+1,948
10
$4.12M 2.71%
199,964
+4,394
11
$3.99M 2.63%
97,711
+1,209
12
$3.71M 2.45%
71,170
+16
13
$3.6M 2.37%
224,157
+10,422
14
$3.04M 2%
190,068
+11,508
15
$2.79M 1.84%
103,310
+5,416
16
$2.69M 1.77%
113,085
+1,231
17
$2.66M 1.75%
107,097
+1,356
18
$2.66M 1.75%
158,859
+6,588
19
$2.65M 1.75%
24,199
-178
20
$2.6M 1.71%
82,735
-212
21
$2.38M 1.57%
78,174
22
$2.35M 1.55%
297,352
+2,720
23
$2.29M 1.51%
46,377
+99
24
$2.19M 1.45%
43,872
-58
25
$2.13M 1.4%
99,142
+3,449
1
2 3