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
$251M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$896K
3 +$779K
4
LMT icon
Lockheed Martin
LMT
+$738K
5
OKE icon
Oneok
OKE
+$648K

Top Sells

1 +$3.16M
2 +$203K
3 +$150K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$67.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$65.9K

Sector Composition

1 Healthcare 20.03%
2 Technology 16.65%
3 Industrials 11.27%
4 Consumer Discretionary 10.68%
5 Financials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.09%
566
52
$9K ﹤0.01%
1,250
53
-21,524
54
-1,528