MC
Miles Capital Portfolio holdings
AUM
$92.8M
1-Year Return
4.29%
This Quarter Return
+3.57%
1 Year Return
-4.29%
3 Year Return
+15.37%
5 Year Return
+31.97%
10 Year Return
–
AUM
$176M
AUM Growth
-$9.58M
(-5.2%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-7.97%
Top 10 Holdings %
Top 10 Hldgs %
51.05%
Holding
245
New
33
Increased
17
Reduced
117
Closed
63
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.89M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$1.53M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$935K |
| 4 |
Steel Dynamics
STLD
|
$850K |
| 5 |
Medical Properties Trust
MPW
|
$748K |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
$1.62M |
| 2 |
Meta Platforms (Facebook)
META
|
$758K |
| 3 |
Apple
AAPL
|
$621K |
| 4 |
Amazon
AMZN
|
$596K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$585K |
Sector Composition
| 1 | Financials | 9.63% |
| 2 | Technology | 6.49% |
| 3 | Energy | 5.55% |
| 4 | Industrials | 5.47% |
| 5 | Healthcare | 5.45% |
