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
$635M
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$25.3M
3
+$14.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.27M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$9.05M

Top Sells

1
+$37.5M
2
+$29.6M
3
+$24.7M
4
ITB icon
iShares US Home Construction ETF
ITB
+$24.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.8M

Sector Composition

1 Financials 7.33%
2 Communication Services 4.87%
3 Consumer Discretionary 4.37%
4 Healthcare 4.26%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.55%
15,336
-56,393
27
$3.46M 0.55%
180,901
28
$2.98M 0.47%
30,375
29
$2.9M 0.46%
26,165
+1,000
30
$2.58M 0.41%
18,935
31
$2.57M 0.41%
51,825
32
$2.5M 0.39%
17,845
33
$2.33M 0.37%
17,023
34
$2.32M 0.37%
56,308
35
$2.12M 0.33%
2,769
-1,290
36
$2.06M 0.32%
4,960
37
$2.03M 0.32%
16,075
38
$1.97M 0.31%
15,859
39
$1.96M 0.31%
11,198
-9
40
$1.91M 0.3%
37,495
41
$1.86M 0.29%
7,185
42
$1.85M 0.29%
38,100
43
$1.85M 0.29%
38,182
44
$1.8M 0.28%
14,626
45
$1.8M 0.28%
13,153
46
$1.73M 0.27%
17,500
47
$1.66M 0.26%
10,220
48
$1.38M 0.22%
6,000
49
$1.35M 0.21%
23,833
50
$1.24M 0.2%
9,932
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