MC
Miles Capital Portfolio holdings
AUM
$92.8M
1-Year Return
4.29%
This Quarter Return
+4.1%
1 Year Return
-4.29%
3 Year Return
+15.37%
5 Year Return
+31.97%
10 Year Return
–
AUM
$172M
AUM Growth
-$3.97M
(-2.3%)
Cap. Flow
-$9.07M
Cap. Flow
% of AUM
-5.26%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
204
New
22
Increased
24
Reduced
107
Closed
18
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.18M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$809K |
| 3 |
SJI
South Jersey Industries, Inc.
SJI
|
$310K |
| 4 |
Rayonier Advanced Materials
RYAM
|
$290K |
| 5 |
NMI Holdings
NMIH
|
$254K |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$11M |
| 2 |
Intuitive Surgical
ISRG
|
$598K |
| 3 |
Procter & Gamble
PG
|
$478K |
| 4 |
AJRD
Aerojet Rocketdyne Holdings, Inc.
AJRD
|
$401K |
| 5 |
Allete
ALE
|
$311K |
Sector Composition
| 1 | Financials | 10.62% |
| 2 | Technology | 7.47% |
| 3 | Energy | 5.99% |
| 4 | Industrials | 5.48% |
| 5 | Healthcare | 5.46% |