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
51
$839K 0.48%
17,747
-436
52
$748K 0.42%
+56,982
53
$721K 0.41%
13,844
-452
54
$714K 0.4%
14,860
-12,400
55
$672K 0.38%
3,142
-446
56
$651K 0.37%
3,807
-4,433
57
$629K 0.36%
3,429
-3,189
58
$509K 0.29%
10,460
-10,080
59
$506K 0.29%
11,607
+446
60
$502K 0.28%
5,261
-501
61
$478K 0.27%
5,253
-525
62
$460K 0.26%
23,524
+748
63
$454K 0.26%
5,904
64
$447K 0.25%
17,636
-1,453
65
$443K 0.25%
6,980
-3,365
66
$431K 0.24%
2,201
-1,468
67
$424K 0.24%
950
-53
68
$415K 0.24%
+2,972
69
$403K 0.23%
8,924
70
$401K 0.23%
11,443
-178
71
$390K 0.22%
2,422
+167
72
$383K 0.22%
6,318
73
$379K 0.21%
5,214
-603
74
$379K 0.21%
5,435
+2,142
75
$379K 0.21%
7,087
1 2
3
4 5