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Home > Institutional Investor > Miles Capital, Inc. > Profile

Instuitional Investor - Miles Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Miles Capital, Inc.
Portfolio Value $92,826,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 114,869 $9,804,000 10.56%
2.
Ishares Iboxx High Yld Corp
 115,966 $8,937,000 9.62%
3.
Vanguard Ftse Developed Etf
 146,445 $4,882,000 5.25%
4.
Microsoft Corp
 MSFT 19,379 $3,056,000 3.29%
5.
Ishares Trust
 IEF 17,812 $2,039,000 2.19%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)