MC

Miramar Capital Portfolio holdings

AUM $451M
1-Year Est. Return 14.07%
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
51
$215K 0.13%
4,555
-787
52
$202K 0.12%
3,100
-600
53
$186K 0.11%
2,959
-682
54
– –
-1,804
55
– –
-1,310
56
– –
-1,203
57
– –
-5,913
58
– –
-51,443
59
– –
-28,195
60
– –
-3,985
61
– –
-1,400
62
– –
-15,920
63
– –
-11,920
64
– –
-3,630
1 2
3