MC
Miles Capital Portfolio holdings
AUM
$92.8M
1-Year Est. Return
4.29%
1 Year Est. Return
-4.29%
AUM
$125M
AUM Growth
+$3.32M
(+2.7%)
Holding
204
Top Buys
| 1 | +$337K | |
| 2 | +$302K | |
| 3 | +$294K | |
| 4 |
NeoGenomics
NEO
|
+$277K |
| 5 |
VBTX
Veritex Holdings
VBTX
|
+$249K |
Top Sells
| 1 | +$485K | |
| 2 | +$378K | |
| 3 | +$345K | |
| 4 |
Amazon
AMZN
|
+$314K |
| 5 |
Apple
AAPL
|
+$305K |
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
Akamai
AKAM
$10.8B
| – | – |
-2,594
|
|
||
202
Coherent
COHR
$20.7B
| – | – |
-6,209
|
|
||
203
KeyCorp
KEY
$19.6B
| – | – |
-19,315
|
|
||
204
Coca-Cola
KO
$296B
| – | – |
-4,391
|
|