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
$428M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.29M
3
+$3.98M
4
VZ icon
Verizon
VZ
+$3.97M
5
HSY icon
Hershey
HSY
+$1.19M

Top Sells

1
+$8.2M
2
+$3.81M
3
+$3.31M
4
AAPL icon
Apple
AAPL
+$1.22M
5
AVGO icon
Broadcom
AVGO
+$777K

Sector Composition

1 Technology 16.34%
2 Healthcare 15.38%
3 Industrials 14.14%
4 Financials 10.97%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.19M 2.15%
58,969
-21,225
27
$9.02M 2.11%
67,213
-533
28
$8.98M 2.1%
78,753
-33,458
29
$8.79M 2.05%
77,361
-932
30
$4.29M 1%
+93,962
31
$4.2M 0.98%
20,333
-39,708
32
$2.81M 0.66%
152,000
33
$2.01M 0.47%
10,131
-98
34
$1.23M 0.29%
2,141
-25
35
$957K 0.22%
1,960
+368
36
$898K 0.21%
7,004
-243
37
$777K 0.18%
27,561
-384
38
$672K 0.16%
1,461
-55
39
$647K 0.15%
1,135
+65
40
$642K 0.15%
3,575
41
$642K 0.15%
2,640
-11
42
$583K 0.14%
5,600
43
$543K 0.13%
15,200
44
$527K 0.12%
4,815
-150
45
$486K 0.11%
1,480
-40
46
$459K 0.11%
8,876
47
$457K 0.11%
515
-67
48
$405K 0.09%
2,850
49
$364K 0.08%
9,166
-12,048
50
$358K 0.08%
8,562
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