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
$164M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.44M
3
+$1.29M
4
SPG icon
Simon Property Group
SPG
+$408K
5
LNC icon
Lincoln National
LNC
+$363K

Top Sells

1
+$1.31M
2
+$1.06M
3
+$444K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$300K

Sector Composition

1 Financials 11.23%
2 Technology 7.61%
3 Energy 7.5%
4 Industrials 5.79%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.13%
+4,731
152
$219K 0.13%
+1,594
153
$219K 0.13%
+2,759
154
$218K 0.13%
2,659
+172
155
$217K 0.13%
+4,421
156
$217K 0.13%
+1,782
157
$215K 0.13%
+3,219
158
$215K 0.13%
7,102
+460
159
$214K 0.13%
28,350
-6,700
160
$214K 0.13%
+3,786
161
$212K 0.13%
7,293
162
$211K 0.13%
+7,158
163
$210K 0.13%
+1,691
164
$210K 0.13%
+9,300
165
$210K 0.13%
+3,530
166
$210K 0.13%
8,580
+1,604
167
$209K 0.13%
+3,110
168
$208K 0.13%
1,546
-3,299
169
$206K 0.13%
+3,671
170
$205K 0.13%
+3,454
171
$205K 0.13%
+4,315
172
$205K 0.13%
+3,474
173
$204K 0.12%
2,700
-775
174
$204K 0.12%
+8,243
175
$203K 0.12%
+1,881
5 6
7
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