Ralph Courage
@Courage Miller Partners, Llc
Latest period2024 - Q4ReportedManaged Assets$292.069MTotal holdings80
Assets growth rate-1.81%Assets growth rate (2-Q avg)2.59%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Courage Miller Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 80 positions.
Assets under management
The assets under management (AUM) of Courage Miller Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 292.069M in assets, with a quarterly growth rate of -1.81% and a 2-quarter average growth rate of 2.59%. The portfolio is managed by Ralph Courage, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
UMMAListed Fd Tr
| 0% | $201,636 7,898 shares@ $25.54 avg price | Exited |