MC

Miramar Capital Portfolio holdings

AUM $423M
1-Year Est. Return 13.3%
This Quarter Est. Return
1 Year Est. Return
+13.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.76M
3
+$2.54M
4
PAYX icon
Paychex
PAYX
+$2.24M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.02M

Top Sells

1
+$2.75M
2
+$1.58M
3
+$939K
4
MSFT icon
Microsoft
MSFT
+$702K
5
AAPL icon
Apple
AAPL
+$613K

Sector Composition

1 Healthcare 23.56%
2 Technology 17.35%
3 Consumer Staples 12.68%
4 Industrials 12.07%
5 Consumer Discretionary 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.88%
91,232
+82,154
27
$2.9M 1.78%
15,058
-4,865
28
$2.54M 1.55%
+44,181
29
$2.35M 1.44%
26,592
+293
30
$2.24M 1.37%
+25,406
31
$2.13M 1.3%
18,829
+260
32
$1.02M 0.62%
+11,008
33
$728K 0.45%
5,027
-125
34
$723K 0.44%
7,132
-1,201
35
$539K 0.33%
1,637
36
$531K 0.32%
3,595
-805
37
$448K 0.27%
3,567
-406
38
$412K 0.25%
1,830
-250
39
$387K 0.24%
1,903
-521
40
$365K 0.22%
6,265
-880
41
$323K 0.2%
5,491
+31
42
$317K 0.19%
2,194
-536
43
$294K 0.18%
3,518
-509
44
$288K 0.18%
1,750
-750
45
$286K 0.18%
993
-115
46
$273K 0.17%
+4,239
47
$245K 0.15%
1,075
48
$245K 0.15%
1,914
+116
49
$221K 0.14%
2,610
-400
50
$220K 0.13%
+3,040
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