MC

Miles Capital Portfolio holdings

AUM $92.8M
1-Year Est. Return 4.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.44M
3
+$1.21M
4
GS icon
Goldman Sachs
GS
+$1.18M
5
NDAQ icon
Nasdaq
NDAQ
+$1.15M

Top Sells

1
+$3.84M
2
+$2.61M
3
+$1.75M
4
PCG icon
PG&E
PCG
+$1.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.68M

Sector Composition

1 Financials 13.4%
2 Healthcare 10.8%
3 Industrials 7.41%
4 Technology 7.39%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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180
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182
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183
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185
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186
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188
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189
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-5,961
190
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-6,796
4 5 6 7
8