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
$189M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.27M
3
+$1.16M
4
V icon
Visa
V
+$1.14M
5
CAB
Cabela's Inc
CAB
+$777K

Top Sells

1
+$1.49M
2
+$1.44M
3
+$1.2M
4
MSFT icon
Microsoft
MSFT
+$1.15M
5
GE icon
GE Aerospace
GE
+$812K

Sector Composition

1 Financials 10.19%
2 Industrials 8.23%
3 Healthcare 6.52%
4 Technology 5.17%
5 Energy 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-9,706
127
– –
-63,631
2 3 4 5
6