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
76
$362K 0.21%
6,708
-115
77
$362K 0.21%
+22,650
78
$339K 0.19%
4,387
-849
79
$337K 0.19%
5,390
+468
80
$335K 0.19%
5,958
-1,402
81
$333K 0.19%
2,678
-46
82
$331K 0.19%
3,508
-61
83
$331K 0.19%
8,764
-198
84
$329K 0.19%
5,389
-609
85
$326K 0.18%
2,872
86
$322K 0.18%
9,581
-1,053
87
$315K 0.18%
17,987
+7,963
88
$312K 0.18%
1,564
-1,226
89
$311K 0.18%
4,020
-112
90
$311K 0.18%
8,293
91
$304K 0.17%
+14,264
92
$302K 0.17%
4,281
-70
93
$299K 0.17%
2,695
-338
94
$298K 0.17%
+4,598
95
$294K 0.17%
+1,203
96
$293K 0.17%
44,077
-3,258
97
$287K 0.16%
7,398
+2,295
98
$285K 0.16%
2,392
-784
99
$284K 0.16%
+17,180
100
$284K 0.16%
5,554
-96
2 3
4
5 6