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
$125M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$302K
3 +$294K
4
NEO icon
NeoGenomics
NEO
+$277K
5
VBTX
Veritex Holdings
VBTX
+$249K

Top Sells

1 +$485K
2 +$378K
3 +$345K
4
AMZN icon
Amazon
AMZN
+$314K
5
AAPL icon
Apple
AAPL
+$305K

Sector Composition

1 Financials 14.13%
2 Technology 10.42%
3 Healthcare 8.29%
4 Real Estate 7.1%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CARG icon
151
CarGurus
CARG
$3.48B
$229K 0.18%
+6,497
HUM icon
152
Humana
HUM
$33.7B
$229K 0.18%
+624
RDS.A
153
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$228K 0.18%
3,865
-70
LAD icon
154
Lithia Motors
LAD
$7.33B
$227K 0.18%
1,541
-20
SAP icon
155
SAP
SAP
$308B
$225K 0.18%
+1,682
ESNT icon
156
Essent Group
ESNT
$6B
$224K 0.18%
4,305
-58
NMIH icon
157
NMI Holdings
NMIH
$2.85B
$224K 0.18%
+6,751
TD icon
158
Toronto Dominion Bank
TD
$140B
$224K 0.18%
3,983
-72
BP icon
159
BP
BP
$89.6B
$223K 0.18%
5,905
-129
AIR icon
160
AAR Corp
AIR
$3.37B
$222K 0.18%
+4,917
ROCK icon
161
Gibraltar Industries
ROCK
$1.83B
$222K 0.18%
4,406
-47
SMPL icon
162
Simply Good Foods
SMPL
$1.96B
$220K 0.18%
7,722
-63
ARE icon
163
Alexandria Real Estate Equities
ARE
$9.67B
$219K 0.18%
1,356
-865
ALXN
164
DELISTED
Alexion Pharmaceuticals
ALXN
$218K 0.17%
2,020
-37
RIO icon
165
Rio Tinto
RIO
$115B
$217K 0.17%
+3,659
ADUS icon
166
Addus HomeCare
ADUS
$2.2B
$216K 0.17%
+2,224
EOG icon
167
EOG Resources
EOG
$57.6B
$216K 0.17%
2,582
-275
MPWR icon
168
Monolithic Power Systems
MPWR
$47.2B
$216K 0.17%
+1,216
TSN icon
169
Tyson Foods
TSN
$18.3B
$216K 0.17%
+2,368
BDX icon
170
Becton Dickinson
BDX
$50.4B
$215K 0.17%
+811
WD icon
171
Walker & Dunlop
WD
$2.7B
$213K 0.17%
+3,293
EHTH icon
172
eHealth
EHTH
$157M
$212K 0.17%
+2,202
HIG icon
173
Hartford Financial Services
HIG
$34.7B
$212K 0.17%
+3,483
LPSN icon
174
LivePerson
LPSN
$61.3M
$211K 0.17%
5,694
-3,183
LVS icon
175
Las Vegas Sands
LVS
$41.6B
$207K 0.17%
2,994
-1,464