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
$177M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$65.8K
2
+$57.4K
3
+$50.3K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$49.2K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$44.7K

Top Sells

1
+$6.08M
2
+$277K
3
+$207K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$162K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$85.5K

Sector Composition

1 Consumer Discretionary 0.41%
2 Financials 0.32%
3 Real Estate 0.21%
4 Technology 0.18%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3M 15.41%
2,419,596
-14,358
2
$15.1M 8.56%
967,378
+3,210
3
$8.65M 4.89%
333,338
+1,724
4
$6.86M 3.87%
393,477
-1,815
5
$6.05M 3.42%
114,513
-115,171
6
$5.8M 3.28%
261,302
-3,694
7
$5.24M 2.96%
283,773
-2,271
8
$4.81M 2.72%
87,314
-364
9
$4.8M 2.71%
75,331
-911
10
$4.48M 2.53%
105,426
-263
11
$4.45M 2.51%
137,952
+437
12
$4.26M 2.41%
169,948
-438
13
$4.18M 2.36%
160,580
+1,218
14
$4.04M 2.28%
230,916
-172
15
$3.99M 2.25%
165,189
+2,037
16
$3.84M 2.17%
184,496
-385
17
$3.79M 2.14%
180,186
-376
18
$3.35M 1.9%
64,864
-1,401
19
$3.25M 1.84%
178,071
+837
20
$3.15M 1.78%
117,190
+162
21
$3.1M 1.75%
312,584
+648
22
$2.84M 1.61%
26,058
+54
23
$2.5M 1.41%
63,666
-654
24
$2.18M 1.23%
7,657
+103
25
$2.15M 1.21%
70,279
-2,799
1
2 3