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
51
$328K 0.08%
1,892
-275
52
$317K 0.07%
1,713
53
$286K 0.07%
1,765
54
$235K 0.06%
2,447
-50
55
$229K 0.05%
+2,772
56
$210K 0.05%
950
-300
57
$53.1K 0.01%
7,100
58
– –
-15,000
59
– –
-5,013
1 2
3