MILES CAPITAL, INC. Information

1415 28TH STREET, WEST DES MOINES, Iowa, 50266, (515) 224-2764

Report Date: 03/31/2015

Position Statistics

Total Positions 181
New Positions 48
Increased Positions 58
Decreased Positions 120
Positions with Activity 178
Sold Out Positions 26
Total Mkt Value (in $ millions) 167

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.08%
Capital Goods 3.31%
Conglomerates
Consumer Cyclical 1.08%
Consumer/Non-Cyclical 2.68%
Energy 4.99%
Financial 54.98%
Healthcare 7.39%
Services 9.9%
Technology 8.56%
Transportation 0.91%
Utilities 2.46%

181 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 23,172 -1,798 (7.2) 579,155
SPDR SERIES TRUST BRC HGH YLD BD 13,191 -1,410 (9.66) 343,780
VANGUARD BD INDEX FD INC TOTAL BND MRKT 9,179 -171 (1.83) 113,185
ISHARES TR MSCI EAFE ETF 5,283 -1,043 (16.49) 82,579
ISHARES TR CORE S&P500 ETF 5,222 -3,115 (37.37) 25,036
SPDR SERIES TRUST BRCLYS INTL ETF 3,301 -63 (1.87) 63,851
VANGUARD INDEX FDS REIT ETF 2,566 -1,934 (42.98) 33,719
EXXON MOBIL CORP COM 2,247 -110 (4.67) 27,028
ISHARES TR RUSSELL 2000 ETF 2,194 -3,011 (57.86) 17,722
APPLE INC COM 2,133 785 58.27 16,871
WELLS FARGO & CO NEW COM 2,020 -93 (4.4) 35,605
KAR AUCTION SVCS INC COM 1,783 -54 (2.97) 47,265
PROCTER & GAMBLE CO COM 1,774 -84 (4.52) 22,189
JPMORGAN CHASE & CO COM 1,752 -79 (4.32) 25,947
GENERAL ELECTRIC CO COM 1,751 -84 (4.6) 65,368
PFIZER INC COM 1,712 -85 (4.74) 51,290
PG&E CORP COM 1,616 -78 (4.62) 32,459
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,597 -81 (4.8) 11,621
ISHARES TR TIPS BD ETF 1,560 -68 (4.17) 13,912
OCCIDENTAL PETE CORP DEL COM 1,559 829 113.59 20,588