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
126
$248K 0.14%
4,091
127
$248K 0.14%
10,055
-171
128
$246K 0.14%
26,435
-450
129
$244K 0.14%
3,035
-52
130
$243K 0.14%
3,191
-56
131
$242K 0.14%
+3,705
132
$241K 0.14%
+7,402
133
$240K 0.14%
+8,069
134
$240K 0.14%
4,826
+451
135
$240K 0.14%
6,957
-121
136
$239K 0.14%
4,427
-453
137
$236K 0.13%
4,237
-72
138
$235K 0.13%
+17,493
139
$235K 0.13%
3,720
-63
140
$235K 0.13%
4,046
-2,666
141
$234K 0.13%
+5,290
142
$232K 0.13%
1,282
-1,961
143
$232K 0.13%
1,999
-283
144
$231K 0.13%
1,657
-29
145
$230K 0.13%
+11,075
146
$230K 0.13%
2,984
-500
147
$229K 0.13%
4,179
-72
148
$229K 0.13%
5,896
-84
149
$228K 0.13%
4,464
-2,666
150
$227K 0.13%
+4,227
4 5
6
7 8