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
$175M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.61M
3
+$1.6M
4
BEN icon
Franklin Resources
BEN
+$1.52M
5
PBF icon
PBF Energy
PBF
+$1.42M

Top Sells

1
+$7.01M
2
+$6.97M
3
+$5.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.18M
5
WMB icon
Williams Companies
WMB
+$2.12M

Sector Composition

1 Financials 8.75%
2 Energy 5.92%
3 Healthcare 5.37%
4 Technology 5.13%
5 Consumer Staples 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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