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MC

Miles Capital Portfolio holdings

AUM $92.8M
1-Year Est. Return 4.29%
This Fund
S&P 500
This Quarter Est. Return
-16.52%
1 Year Est. Return
-4.29%
3 Year Est. Return
+15.37%
5 Year Est. Return
+31.97%
10 Year Est. Return
–
AUM
$92.8M
AUM Growth
-$31.8M
Cap. Flow
-$9.03M
Cap. Flow %
-9.72%
Top 10 Hldgs %
40.54%
Holding
192
New
6
Increased
72
Reduced
47
Closed
63

Top Buys

1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.24M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$1.72M
3
TGT icon
Target
TGT
+$834K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$480K
5
EMN icon
Eastman Chemical
EMN
+$441K

Top Sells

1
APD icon
Air Products & Chemicals
APD
+$1.39M
2
BAC icon
Bank of America
BAC
+$904K
3
NEE icon
NextEra Energy
NEE
+$554K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$495K
5
META icon
Meta Platforms (Facebook)
META
+$411K

Sector Composition

1 Financials 10.89%
2 Healthcare 9.14%
3 Technology 8.94%
4 Real Estate 6.91%
5 Communication Services 5.75%

No holdings matched the selected filter criteria.

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