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
$162M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$257K
2
+$247K
3
+$233K
4
CMG icon
Chipotle Mexican Grill
CMG
+$227K
5
SHOO icon
Steven Madden
SHOO
+$223K

Top Sells

1
+$4.04M
2
+$601K
3
+$544K
4
GAP
The Gap Inc
GAP
+$459K
5
NATI
National Instruments Corp
NATI
+$434K

Sector Composition

1 Financials 10.73%
2 Healthcare 7.97%
3 Technology 7.33%
4 Energy 5.42%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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