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
101
$341K 0.18%
+5,933
102
$327K 0.18%
12,005
-556
103
$323K 0.17%
16,187
-331
104
$315K 0.17%
+13,565
105
$314K 0.17%
10,662
-221
106
$304K 0.16%
+3,173
107
$299K 0.16%
+7,184
108
$298K 0.16%
+7,148
109
$296K 0.16%
+8,586
110
$296K 0.16%
10,108
-34,524
111
$296K 0.16%
7,582
-342
112
$294K 0.16%
+40,284
113
$293K 0.16%
+5,300
114
$292K 0.16%
21,421
-14,304
115
$288K 0.16%
+8,754
116
$287K 0.15%
16,769
-933
117
$287K 0.15%
+9,678
118
$286K 0.15%
10,640
-11,713
119
$284K 0.15%
9,820
-8,880
120
$284K 0.15%
+4,375
121
$283K 0.15%
+13,611
122
$274K 0.15%
6,842
-320
123
$271K 0.15%
4,471
-208
124
$267K 0.14%
+3,035
125
$266K 0.14%
+13,564
3 4
5
6 7