MC
Miles Capital Portfolio holdings
AUM
$92.8M
1-Year Est. Return
4.29%
This Fund
S&P 500
1 Year Est. Return
-4.29%
AUM
$125M
AUM Growth
+$3.32M
(+2.7%)
Holding
204
Top Buys
| 1 | +$321K | |
| 2 | +$292K | |
| 3 | +$241K | |
| 4 |
Boyd Gaming
BYD
|
+$232K |
| 5 |
Enpro
NPO
|
+$230K |
Top Sells
| 1 | +$469K | |
| 2 | +$378K | |
| 3 | +$345K | |
| 4 |
Amazon
AMZN
|
+$301K |
| 5 |
Apple
AAPL
|
+$268K |
Sector Composition
| 1 | Financials | 14.13% |
| 2 | Technology | 10.42% |
| 3 | Healthcare | 8.29% |
| 4 | Real Estate | 7.1% |
| 5 | Industrials | 6.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Veeva Systems
VEEV
$28.4B
| – | – |
-1,405
|
|
||
|
CONE
202
DELISTED
CyrusOne Inc Common Stock
CONE
| – | – |
-4,781
|
|
||
|
HMSY
203
DELISTED
HMS Holdings Corp.
HMSY
| – | – |
-5,930
|
|
||
|
VG
204
DELISTED
Vonage Holdings Corporation
VG
| – | – |
-15,081
|
|