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
$176M
AUM Growth
-$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.53M
3
+$935K
4
STLD icon
Steel Dynamics
STLD
+$850K
5
MPW icon
Medical Properties Trust
MPW
+$748K

Top Sells

1
+$1.62M
2
+$758K
3
+$621K
4
AMZN icon
Amazon
AMZN
+$596K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.73%
12,356
+1,052
27
$1.27M 0.72%
43,009
-1,754
28
$1.24M 0.7%
10,701
-929
29
$1.2M 0.68%
43,667
-1,245
30
$1.18M 0.67%
24,452
-747
31
$1.15M 0.65%
10,308
-527
32
$1.14M 0.65%
23,987
-665
33
$1.11M 0.63%
13,074
-427
34
$1.1M 0.63%
6,849
-204
35
$1.09M 0.62%
17,343
-458
36
$1.08M 0.61%
20,880
-597
37
$1.07M 0.61%
32,107
-872
38
$1.07M 0.6%
26,186
-720
39
$1.05M 0.6%
53,225
-4,567
40
$1.03M 0.58%
53,551
-7,199
41
$1.01M 0.58%
25,666
-591
42
$971K 0.55%
44,698
-1,009
43
$959K 0.54%
24,812
-634
44
$934K 0.53%
35,565
-1,190
45
$905K 0.51%
26,907
-4,131
46
$882K 0.5%
32,804
-759
47
$863K 0.49%
5,825
+4,279
48
$851K 0.48%
8,109
-1,665
49
$850K 0.48%
+24,655
50
$846K 0.48%
7,189
-220
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2
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