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
$147M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.28M
3
+$1.24M
4
CMCSA icon
Comcast
CMCSA
+$1.16M
5
FIS icon
Fidelity National Information Services
FIS
+$947K

Top Sells

1
+$1.54M
2
+$938K
3
+$838K
4
ELV icon
Elevance Health
ELV
+$826K
5
IPG
Interpublic Group of Companies
IPG
+$717K

Sector Composition

1 Financials 13.17%
2 Healthcare 9.21%
3 Technology 7.63%
4 Industrials 6.44%
5 Energy 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
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