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
$172M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$2.68M
3
+$978K
4
VZ icon
Verizon
VZ
+$854K
5
PEP icon
PepsiCo
PEP
+$401K

Top Sells

1
+$4.94M
2
+$2.28M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$351K

Sector Composition

1 Healthcare 23.89%
2 Technology 21.08%
3 Consumer Discretionary 12.82%
4 Industrials 12.51%
5 Consumer Staples 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 2.17%
41,245
-147
27
$3.56M 2.07%
35,538
+9,760
28
$2.68M 1.55%
+154,941
29
$2.29M 1.33%
56,826
-56,577
30
$1.91M 1.11%
6,289
-7
31
$1.79M 1.04%
61,325
+79
32
$1.18M 0.68%
13,857
-1,705
33
$1.14M 0.66%
44,483
-536
34
$1.09M 0.63%
8,120
-1,377
35
$512K 0.3%
3,062
-65
36
$496K 0.29%
3,830
-115
37
$460K 0.27%
3,684
-188
38
$362K 0.21%
2,504
-440
39
$324K 0.19%
1,570
-88
40
$317K 0.18%
1,075
41
$256K 0.15%
2,595
-50
42
$242K 0.14%
686
-996
43
$240K 0.14%
699
-26
44
$234K 0.14%
1,167
-85
45
$227K 0.13%
4,436
-33
46
$216K 0.13%
5,300
47
$213K 0.12%
982
-175
48
$210K 0.12%
+5,294
49
$206K 0.12%
5,901
-1,054
50
$80K 0.05%
2,342
-95
1
2
3