MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$80.3M
2
+$518K
3
+$453K
4
SURE icon
AdvisorShares Insider Advantage ETF
SURE
+$277K
5
EMR icon
Emerson Electric
EMR
+$223K

Top Sells

1
+$38.9M
2
+$682K
3
+$294K
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$261K
5
MSFT icon
Microsoft
MSFT
+$222K

Sector Composition

1 Industrials 5.6%
2 Healthcare 4.8%
3 Consumer Discretionary 3.46%
4 Financials 3.43%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.62%
22,492
27
$1.48M 0.56%
17,308
-3,448
28
$1.39M 0.53%
12,420
29
$1.27M 0.48%
21,875
30
$1.24M 0.47%
13,143
31
$1.09M 0.41%
27,670
-3,543
32
$1.08M 0.41%
60,160
33
$1.01M 0.38%
10,665
-7,205
34
$994K 0.38%
14,460
35
$960K 0.37%
6,029
36
$954K 0.36%
11,750
37
$928K 0.35%
59,900
38
$712K 0.27%
12,750
39
$700K 0.27%
7,572
+900
40
$646K 0.25%
15,865
41
$630K 0.24%
4,400
-1,170
42
$626K 0.24%
10,557
43
$608K 0.23%
12,640
44
$605K 0.23%
6,401
45
$536K 0.2%
18,126
46
$530K 0.2%
20,000
+7,500
47
$498K 0.19%
9,000
+5,000
48
$480K 0.18%
2,494
49
$453K 0.17%
+7,399
50
$442K 0.17%
9,823
-1,375
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