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
$165M
AUM Growth
+$5.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.14M
3
+$292K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$291K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$290K

Top Sells

1
+$1.46M
2
+$1.1M
3
+$414K
4
VV icon
Vanguard Large-Cap ETF
VV
+$208K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$206K

Sector Composition

1 Financials 0.34%
2 Consumer Discretionary 0.26%
3 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 15.06%
2,337,078
+27,342
2
$15M 9.07%
878,040
+5,676
3
$6.9M 4.19%
265,362
+11,216
4
$6.59M 3.99%
386,316
-6,540
5
$6.27M 3.8%
119,978
+888
6
$4.91M 2.98%
89,960
+1,784
7
$4.72M 2.86%
128,863
-2,096
8
$4.63M 2.81%
222,628
+13,024
9
$4.62M 2.8%
71,094
-96
10
$4.45M 2.7%
250,569
+16,332
11
$4.44M 2.69%
96,774
-309
12
$4.28M 2.6%
171,212
+306
13
$3.68M 2.23%
70,821
-55
14
$3.56M 2.16%
203,916
+6,904
15
$3.1M 1.88%
111,149
+3,638
16
$3.07M 1.86%
118,032
+5,077
17
$3.04M 1.84%
166,926
+5,991
18
$2.84M 1.72%
106,438
+2,508
19
$2.79M 1.69%
25,501
+492
20
$2.71M 1.64%
306,536
+4,536
21
$2.59M 1.57%
80,788
-895
22
$2.41M 1.46%
71,544
-6,108
23
$2.4M 1.46%
45,237
-852
24
$2.28M 1.38%
107,822
+55,163
25
$2.26M 1.37%
108,376
+54,927
1
2 3