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
+$5K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.21M
3
+$690K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$424K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$372K

Top Sells

1
+$706K
2
+$354K
3
+$252K
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$201K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$191K

Sector Composition

1 Financials 0.34%
2 Consumer Discretionary 0.33%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 15.12%
2,372,454
+35,376
2
$15M 9.09%
889,278
+11,238
3
$7.19M 4.36%
281,980
+16,618
4
$6.28M 3.81%
384,231
-2,085
5
$6.25M 3.79%
120,492
+514
6
$4.95M 3%
258,708
+36,080
7
$4.91M 2.98%
91,616
+1,656
8
$4.66M 2.82%
264,270
+13,701
9
$4.65M 2.82%
127,335
-1,528
10
$4.58M 2.78%
71,343
+249
11
$4.5M 2.73%
95,882
-892
12
$4.25M 2.57%
170,384
-828
13
$3.67M 2.23%
212,516
+8,600
14
$3.61M 2.19%
69,474
-1,347
15
$3.47M 2.1%
170,242
+61,866
16
$3.46M 2.1%
166,123
+58,301
17
$3.08M 1.87%
107,230
-3,919
18
$3.01M 1.83%
116,264
-1,768
19
$2.92M 1.77%
165,924
-1,002
20
$2.81M 1.7%
26,161
+660
21
$2.77M 1.68%
105,366
-1,072
22
$2.68M 1.63%
299,144
-7,392
23
$2.59M 1.57%
78,403
-2,385
24
$2.29M 1.39%
65,772
-5,772
25
$2.19M 1.33%
42,219
-3,018
1
2 3