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MC
Miles Capital Portfolio holdings
AUM
$92.8M
1-Year Est. Return
4.29%
This Fund
S&P 500
This Quarter
Est. Return
+0.35%
1 Year Est. Return
-4.29%
3 Year Est. Return
+15.37%
5 Year Est. Return
+31.97%
10 Year Est. Return
–
AUM
$216M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow
% of AUM
101.6%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
128
New
128
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 8.77% |
| 2 | Energy | 5.79% |
| 3 | Healthcare | 5.78% |
| 4 | Consumer Staples | 4.84% |
| 5 | Technology | 4.4% |
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Miles Capital's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Miles Capital, which disclosed 128 positions worth $216M. Its ten largest holdings account for 51% of the portfolio.
Its largest position is Vanguard FTSE Developed Markets ETF: 950,798 shares worth $33.8M.
By sector, the portfolio is most concentrated in Financials at 8.8% of assets, followed by Energy and Healthcare.
- Miles Capital's largest Q2 2013 buy was Vanguard FTSE Developed Markets ETF: 950,798 shares worth $33.8M.
- Miles Capital's ten largest holdings make up 51% of its $216M portfolio in Q2 2013.
- Miles Capital disclosed 128 positions in Q2 2013, its first 13F filing on record.
Based on Miles Capital's 13F filing for Q2 2013, filed 25 Jul 2013.