MILES CAPITAL, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 125
New Positions 20
Increased Positions 37
Decreased Positions 86
Positions with Activity 123
Sold Out Positions 12
Total Mkt Value (in $ millions) 194

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

Sector Weighting

Basic Materials 1.7%
Capital Goods 1.15%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 3.71%
Energy 5.43%
Financial 54.76%
Healthcare 5.36%
Services 11.77%
Technology 6.67%
Transportation 1.72%
Utilities 2.14%

125 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 26,047 637 2.51 632,815
SPDR SERIES TRUST BRC HGH YLD BD 15,364 549 3.70 378,340
VANGUARD BD INDEX FD INC TOTAL BND MRKT 10,201 544 5.63 125,091
BARCLAYS BK PLC DJUBS CMDT ETN36 9,135 -280 (2.97) 259,601
ISHARES TR CORE S&P500 ETF 8,595 19 .22 42,870
ISHARES TR MSCI EAFE ETF 5,839 95 1.65 88,438
ISHARES TR RUSSELL 2000 ETF 4,970 -112 (2.2) 43,083
VANGUARD INDEX FDS REIT ETF 4,461 -2 (0.05) 60,401
SPDR SERIES TRUST BRCLYS INTL ETF 3,669 219 6.35 63,046
KAR AUCTION SVCS INC COM 2,961 -166 (5.31) 96,938
MICROSOFT CORP COM 2,826 -79 (2.72) 60,511
SPDR S&P 500 ETF TR TR UNIT 2,716 New 13,639
AMERICAN INTL GROUP INC COM NEW 2,681 -42 (1.55) 48,578
FLOWERS FOODS INC COM 2,634 580 28.26 141,367
ORACLE CORP COM 2,465 -43 (1.71) 60,852
NIELSEN N V COM 2,183 -29 (1.32) 48,459
GENERAL ELECTRIC CO COM 2,156 -34 (1.53) 83,353
OCCIDENTAL PETE CORP DEL COM 2,156 -66 (2.96) 22,132
COCA COLA CO COM 2,153 -411 (16.03) 51,941
BAXTER INTL INC COM 2,132 -287 (11.87) 28,545