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
$699M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$29.6M
3
+$15.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.42M

Top Sells

1
+$12.1M
2
+$9.76M
3
+$6.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.58M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.25M

Sector Composition

1 Healthcare 3.98%
2 Industrials 3.66%
3 Financials 2.36%
4 Technology 1.2%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 0.52%
16,859
27
$3.37M 0.48%
17,845
28
$3M 0.43%
18,935
29
$2.83M 0.41%
56,308
-2,510
30
$2.82M 0.4%
30,375
31
$2.64M 0.38%
17,023
32
$2.6M 0.37%
25,165
33
$2.5M 0.36%
51,825
34
$2.35M 0.34%
15,859
-317
35
$2.28M 0.33%
13,153
36
$2.25M 0.32%
16,075
37
$2.23M 0.32%
12,262
38
$2.09M 0.3%
14,626
39
$1.99M 0.28%
11,207
40
$1.97M 0.28%
38,100
41
$1.95M 0.28%
37,495
-1,470
42
$1.83M 0.26%
38,182
43
$1.76M 0.25%
7,185
-520
44
$1.7M 0.24%
4,960
45
$1.51M 0.22%
17,500
46
$1.51M 0.22%
6,000
47
$1.36M 0.19%
3,275
48
$1.28M 0.18%
4,299
+2,234
49
$1.23M 0.18%
23,833
-355
50
$1.2M 0.17%
10,220
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