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
151
$225K 0.13%
6,496
-112
152
$225K 0.13%
7,807
-121
153
$225K 0.13%
+16,005
154
$225K 0.13%
+16,262
155
$224K 0.13%
1,255
-147
156
$224K 0.13%
+9,429
157
$221K 0.13%
4,013
-3,409
158
$219K 0.12%
+8,653
159
$216K 0.12%
8,545
-151
160
$213K 0.12%
1,296
-656
161
$213K 0.12%
+1,842
162
$212K 0.12%
+10,456
163
$209K 0.12%
+6,284
164
$207K 0.12%
1,737
-1,144
165
$207K 0.12%
+3,383
166
$205K 0.12%
+1,435
167
$204K 0.12%
+3,924
168
$204K 0.12%
7,175
-1,405
169
$204K 0.12%
4,125
-528
170
$203K 0.12%
+564
171
$200K 0.11%
+13,781
172
$190K 0.11%
+18,419
173
$184K 0.1%
17,302
-299
174
$179K 0.1%
20,547
175
$178K 0.1%
10,831
5 6
7
8 9