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
$438M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15M
3
+$14.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.35M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.34M

Top Sells

1
+$1.77M
2
+$516K
3
+$368K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$335K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$278K

Sector Composition

1 Healthcare 8.46%
2 Industrials 4.41%
3 Financials 2.23%
4 Consumer Discretionary 1.94%
5 Technology 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.43%
28,320
27
$1.87M 0.43%
18,380
+11,551
28
$1.79M 0.41%
16,050
+2,000
29
$1.79M 0.41%
37,763
30
$1.77M 0.4%
17,670
31
$1.76M 0.4%
28,795
-2,473
32
$1.67M 0.38%
33,680
33
$1.67M 0.38%
16,075
34
$1.63M 0.37%
44,115
35
$1.61M 0.37%
10,665
36
$1.41M 0.32%
10,529
-3,850
37
$1.37M 0.31%
11,929
+1,965
38
$1.32M 0.3%
24,225
39
$1.27M 0.29%
10,220
40
$1.26M 0.29%
30,566
41
$1.23M 0.28%
22,500
42
$1.2M 0.27%
25,509
43
$1.18M 0.27%
6,000
44
$964K 0.22%
5,229
45
$836K 0.19%
5,570
46
$822K 0.19%
4,960
47
$752K 0.17%
9,814
48
$717K 0.16%
8,525
49
$685K 0.16%
3,292
50
$622K 0.14%
13,000
-20
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