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
$153M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.39M
3
+$1.21M
4
R icon
Ryder
R
+$1.12M
5
NDAQ icon
Nasdaq
NDAQ
+$1.11M

Top Sells

1
+$3.69M
2
+$2.57M
3
+$1.72M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.68M

Sector Composition

1 Financials 13.4%
2 Healthcare 10.8%
3 Industrials 7.41%
4 Technology 7.19%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.81%
16,691
-619
27
$1.22M 0.8%
12,619
-128
28
$1.21M 0.79%
+5,786
29
$1.19M 0.78%
26,515
-1,050
30
$1.17M 0.77%
21,185
-673
31
$1.17M 0.77%
94,980
-2,839
32
$1.13M 0.74%
28,992
-1,190
33
$1.12M 0.73%
+12,770
34
$1.11M 0.73%
+68,526
35
$1.05M 0.69%
17,357
-635
36
$979K 0.64%
5,966
+2,759
37
$979K 0.64%
+27,132
38
$910K 0.6%
9,339
-5,388
39
$890K 0.58%
+158,203
40
$888K 0.58%
33,091
+487
41
$881K 0.58%
+22,937
42
$879K 0.58%
18,853
-712
43
$825K 0.54%
13,919
-522
44
$816K 0.54%
+31,757
45
$799K 0.52%
11,890
-55
46
$766K 0.5%
41,624
+958
47
$763K 0.5%
+39,602
48
$757K 0.5%
29,100
-98,602
49
$754K 0.49%
17,072
-16,590
50
$748K 0.49%
2,465
-82
1
2
3 4 5