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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$11.2M
3
+$8.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$7.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.1M

Top Sells

1
+$12.4M
2
+$11.5M
3
+$9.94M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.4M
5
WMT icon
Walmart Inc
WMT
+$3.41M

Sector Composition

1 Financials 8.27%
2 Communication Services 6%
3 Industrials 2.01%
4 Technology 1.94%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$657B
$3.35M 0.33%
10,429
-475
JNJ icon
27
Johnson & Johnson
JNJ
$566B
$3.14M 0.31%
12,849
DIA icon
28
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$2.65M 0.26%
5,717
PNC icon
29
PNC Financial Services
PNC
$92.6B
$2.62M 0.26%
12,580
EMR icon
30
Emerson Electric
EMR
$82.1B
$2.49M 0.25%
18,970
DE icon
31
Deere & Co
DE
$155B
$2.36M 0.23%
4,185
-760
AAPL icon
32
Apple
AAPL
$4.4T
$2.35M 0.23%
9,245
-75
RTX icon
33
RTX Corp
RTX
$252B
$2M 0.2%
10,350
ORCL icon
34
Oracle
ORCL
$542B
$1.85M 0.18%
12,572
+1,673
AMGN icon
35
Amgen
AMGN
$189B
$1.79M 0.18%
5,098
WFC icon
36
Wells Fargo
WFC
$254B
$1.62M 0.16%
20,342
IWM icon
37
iShares Russell 2000 ETF
IWM
$80.2B
$1.52M 0.15%
6,138
DGX icon
38
Quest Diagnostics
DGX
$22.4B
$1.49M 0.15%
7,586
TJX icon
39
TJX Companies
TJX
$185B
$1.47M 0.15%
9,214
-320
GSPY icon
40
Gotham Enhanced 500 ETF
GSPY
$719M
$1.44M 0.14%
40,578
MDT icon
41
Medtronic
MDT
$103B
$1.38M 0.14%
15,885
CVX icon
42
Chevron
CVX
$359B
$1.25M 0.12%
6,045
QQQ icon
43
Invesco QQQ Trust
QQQ
$482B
$1.2M 0.12%
2,084
PSX icon
44
Phillips 66
PSX
$69.5B
$1.18M 0.12%
6,500
LLY icon
45
Eli Lilly
LLY
$1T
$1.15M 0.11%
1,250
CNC icon
46
Centene
CNC
$31.3B
$1.14M 0.11%
34,795
-500
HD icon
47
Home Depot
HD
$329B
$1.08M 0.11%
3,275
-129
UPS icon
48
United Parcel Service
UPS
$93.5B
$979K 0.1%
9,947
ONIT
49
Onity Group
ONIT
$311M
$974K 0.1%
24,798
COR icon
50
Cencora
COR
$54.8B
$957K 0.1%
3,045
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