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
$169M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$353K
3
+$257K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$175K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$155K

Top Sells

1
+$116K
2
+$96.5K
3
+$83.9K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$79K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$48.2K

Sector Composition

1 Consumer Discretionary 0.38%
2 Financials 0.31%
3 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 15.62%
2,430,690
+58,236
2
$15M 8.93%
910,638
+21,360
3
$7.4M 4.39%
292,124
+10,144
4
$6.45M 3.83%
392,796
+8,565
5
$6.17M 3.66%
118,968
-1,524
6
$5.45M 3.23%
260,908
+2,200
7
$5.01M 2.97%
273,858
+9,588
8
$4.82M 2.86%
90,708
-908
9
$4.63M 2.75%
128,511
+1,176
10
$4.48M 2.66%
72,814
+1,471
11
$4.21M 2.5%
169,472
-912
12
$4.17M 2.48%
98,853
+2,971
13
$3.96M 2.35%
215,380
+2,864
14
$3.52M 2.09%
169,660
+3,537
15
$3.51M 2.08%
173,875
+3,633
16
$3.48M 2.06%
67,235
-2,239
17
$3.04M 1.8%
171,765
+5,841
18
$2.95M 1.75%
119,631
+3,367
19
$2.93M 1.74%
113,236
+6,006
20
$2.88M 1.71%
303,608
+4,464
21
$2.87M 1.7%
109,612
+4,246
22
$2.68M 1.59%
25,253
-908
23
$2.38M 1.42%
65,388
-384
24
$2.37M 1.41%
75,722
-2,681
25
$2.22M 1.32%
41,865
-354
1
2 3