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
$174M
AUM Growth
+$5.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$639K
2
+$331K
3
+$208K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$181K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$150K

Top Sells

1
+$251K
2
+$203K
3
+$203K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$169K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$70.6K

Sector Composition

1 Consumer Discretionary 0.43%
2 Financials 0.35%
3 Real Estate 0.19%
4 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 16.08%
2,409,048
-21,642
2
$15.5M 8.91%
923,054
+12,416
3
$7.98M 4.59%
317,566
+25,442
4
$6.9M 3.97%
390,648
-2,148
5
$5.96M 3.43%
115,060
-3,908
6
$5.48M 3.15%
262,556
+1,648
7
$5.25M 3.02%
272,169
-1,689
8
$4.65M 2.68%
87,519
-3,189
9
$4.64M 2.67%
130,092
+1,581
10
$4.42M 2.54%
75,263
+2,449
11
$4.21M 2.43%
169,960
+488
12
$4.15M 2.39%
101,118
+2,265
13
$4.09M 2.36%
214,956
-424
14
$3.67M 2.11%
176,881
+7,221
15
$3.66M 2.11%
181,206
+7,331
16
$3.41M 1.97%
66,532
-703
17
$3.22M 1.85%
172,101
+336
18
$3.12M 1.79%
304,016
+408
19
$3.09M 1.78%
120,271
+7,035
20
$3.08M 1.78%
123,771
+4,140
21
$2.99M 1.72%
115,328
+5,716
22
$2.68M 1.54%
25,360
+107
23
$2.53M 1.45%
64,320
-1,068
24
$2.32M 1.34%
74,547
-1,175
25
$2.23M 1.28%
41,340
-525
1
2 3