MC

Miles Capital Portfolio holdings

AUM $92.8M
1-Year Est. Return 4.29%
This Quarter Est. Return
1 Year Est. Return
-4.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.52M
3
+$1.47M
4
DE icon
Deere & Co
DE
+$1.34M
5
DD
Du Pont De Nemours E I
DD
+$1.32M

Top Sells

1
+$6.54M
2
+$2.13M
3
+$2.03M
4
FLO icon
Flowers Foods
FLO
+$1.93M
5
KAR icon
Openlane
KAR
+$1.48M

Sector Composition

1 Financials 11.85%
2 Healthcare 8.58%
3 Industrials 8.16%
4 Technology 6.62%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.9%
39,554
-11,947
27
$1.65M 0.89%
29,856
+175
28
$1.65M 0.89%
41,003
+2,597
29
$1.64M 0.88%
36,447
-27,937
30
$1.63M 0.88%
14,517
-515
31
$1.62M 0.87%
34,806
-991
32
$1.56M 0.84%
87,097
+268
33
$1.47M 0.79%
+15,292
34
$1.45M 0.78%
25,897
-22,416
35
$1.44M 0.78%
23,735
+239
36
$1.42M 0.76%
10,898
+934
37
$1.39M 0.75%
49,813
+26,968
38
$1.34M 0.72%
+15,164
39
$1.32M 0.71%
+18,816
40
$1.31M 0.71%
+36,042
41
$1.29M 0.7%
27,580
+631
42
$1.28M 0.69%
+8,863
43
$1.27M 0.69%
+18,452
44
$1.26M 0.68%
+28,630
45
$1.25M 0.67%
+19,043
46
$1.22M 0.66%
10,491
47
$1.19M 0.64%
39,877
-218,734
48
$1.18M 0.64%
42,640
+2,444
49
$1.16M 0.62%
+13,523
50
$1.15M 0.62%
108,893
-1,448
1
2
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