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
$139M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.43M
3
+$1.37M
4
GD icon
General Dynamics
GD
+$1.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$840K

Top Sells

1
+$1.43M
2
+$1.41M
3
+$1.28M
4
R icon
Ryder
R
+$1.12M
5
AAPL icon
Apple
AAPL
+$1.09M

Sector Composition

1 Financials 14.25%
2 Healthcare 10.23%
3 Technology 6.65%
4 Industrials 6.39%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
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