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
101
$283K 0.16%
5,900
-11,580
102
$283K 0.16%
3,514
+326
103
$282K 0.16%
5,837
-563
104
$281K 0.16%
2,641
-46
105
$281K 0.16%
43,580
106
$280K 0.16%
3,606
-2,555
107
$279K 0.16%
2,541
108
$276K 0.16%
7,472
-128
109
$274K 0.16%
2,994
-52
110
$269K 0.15%
4,181
-473
111
$269K 0.15%
2,660
-45
112
$268K 0.15%
4,616
-79
113
$267K 0.15%
3,421
-59
114
$264K 0.15%
6,243
-108
115
$263K 0.15%
+8,927
116
$261K 0.15%
5,011
-507
117
$260K 0.15%
2,422
-42
118
$260K 0.15%
5,400
-738
119
$259K 0.15%
9,901
-171
120
$259K 0.15%
4,459
-77
121
$259K 0.15%
25,864
-447
122
$255K 0.14%
+6,405
123
$253K 0.14%
4,977
124
$253K 0.14%
+7,240
125
$252K 0.14%
+2,110
3 4
5
6 7