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
$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
1
$8.57M 5.25%
107,560
-7,684
2
$7.72M 4.73%
17,931
-183
3
$7.27M 4.45%
50,787
-491
4
$6.92M 4.24%
45,666
-924
5
$6.8M 4.16%
50,301
-898
6
$6.8M 4.16%
28,949
+321
7
$6.78M 4.15%
129,514
+345
8
$6.51M 3.99%
36,164
-3,896
9
$6.39M 3.91%
94,144
-79
10
$6.24M 3.82%
140,889
+2,024
11
$5.85M 3.58%
122,816
+15,478
12
$5.56M 3.4%
46,353
+43
13
$5.54M 3.39%
194,960
+2,277
14
$5.18M 3.17%
40,967
+2,588
15
$5.12M 3.14%
60,735
+5,550
16
$5.11M 3.13%
60,659
-384
17
$5.01M 3.06%
23,340
+4,225
18
$4.92M 3.01%
22,177
-65
19
$4.81M 2.95%
80,603
+11,627
20
$4.79M 2.93%
46,307
+1,193
21
$4.39M 2.68%
45,983
+1,348
22
$3.6M 2.21%
40,849
+9,169
23
$3.41M 2.08%
27,728
+485
24
$3.32M 2.03%
+44,283
25
$3.09M 1.89%
9,714
+1,106
1
2 3