MC
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MILES CAPITAL, INC.13F | |
MILES CAPITAL, INC. | |
Last update 2020-05-13 | 129 Stocks (6 new) |
Value $93.00 Mil | Turnover 10 % |
MILES CAPITAL, INC. Top Holdings of 2020-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 114,869 | 9,804.0 | +0.43% | 10.560 | +0.05% | 0.010 | +1.11% | +2.32% | 128,205.5 | ||
HYG | iShares iBoxx USD High Yield Corporate Bond ETF | 115,966 | 8,937.0 | -0.60% | 9.630 | -0.05% | 0.070 | +0.98% | +2.87% | 15,174.9 | ||
VEA | Vanguard FTSE Developed Markets ETF | 146,445 | 4,882.0 | +123.01% | 5.260 | +2.90% | 0.010 | +5.92% | +14.10% | 145,948.9 | ||
MSFT | Microsoft Corp | 19,379 | 3,056.0 | +7.53% | 3.290 | +0.23% | 0.000 | +10.61% | +7.18% | 3,344,793.4 | Software | |
IWM | iShares Russell 2000 ETF | 17,812 | 2,039.0 | +183.77% | 2.200 | +1.42% | 0.010 | -7.53% | -5.43% | 62,900.3 | ||
AAPL | Apple Inc | 30,896 | 1,964.0 | -3.23% | 2.120 | -0.06% | 0.000 | -13.23% | -15.16% | 3,165,723.0 | Hardware | |
NEE | NextEra Energy Inc | 31,388 | 1,888.0 | -21.94% | 2.030 | -0.43% | 0.000 | +9.96% | +4.40% | 152,812.2 | Utilities - Regulated | |
MDLZ | Mondelez International Inc | 36,027 | 1,804.0 | +0.26% | 1.940 | +0.01% | 0.000 | +7.85% | +9.82% | 84,344.3 | Consumer Packaged Goods | |
PLD | Prologis Inc | 20,544 | 1,651.0 | -0.01% | 1.780 | 0% | 0.000 | -8.95% | +4.10% | 101,199.6 | REITs | |
VYM | Vanguard High Dividend Yield Indx ETF | 22,737 | 1,609.0 | +2.06% | 1.730 | +0.03% | 0.010 | -3.06% | +1.64% | 60,776.6 |
MILES CAPITAL, INC.'s Historical Top Holdings Breakdowns
MILES CAPITAL, INC. Total Holding History ($B)
MILES CAPITAL, INC.'s Asset Allocation
MILES CAPITAL, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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MILES CAPITAL, INC.'s Hypothetical Growth since 2020-03-31
MILES CAPITAL, INC.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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MILES CAPITAL, INC.'s Holdings Heat Map
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MILES CAPITAL, INC.'s Holdings Bubble Chart
MILES CAPITAL, INC. News
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