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
51
$1.12M 0.6%
+24,882
52
$1.12M 0.6%
138,543
-3,170
53
$1.1M 0.59%
16,752
-4,616
54
$1.08M 0.58%
16,498
+234
55
$1.07M 0.58%
19,834
-14,213
56
$1.04M 0.56%
24,186
-23,467
57
$1.04M 0.56%
9,288
+3,708
58
$976K 0.53%
8,195
+414
59
$929K 0.5%
10,969
+528
60
$882K 0.48%
34,767
+11,340
61
$863K 0.47%
+55,666
62
$797K 0.43%
8,505
-12,656
63
$795K 0.43%
11,015
+559
64
$795K 0.43%
+7,865
65
$777K 0.42%
9,655
-13,499
66
$773K 0.42%
29,100
-656
67
$727K 0.39%
+10,528
68
$725K 0.39%
6,313
-121
69
$705K 0.38%
+3,396
70
$696K 0.38%
6,346
-337
71
$667K 0.36%
9,647
+482
72
$599K 0.32%
32,620
-1,120
73
$557K 0.3%
+21,058
74
$553K 0.3%
7,259
-3,202
75
$549K 0.3%
10,840
-491
1 2
3
4 5