MIM

Miller Investment Management Portfolio holdings

AUM $995M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$904M
AUM Growth
-$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$629K
3
+$530K
4
CI icon
Cigna
CI
+$204K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$178K

Top Sells

1
+$1.32M
2
+$1.04M
3
+$970K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$762K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$579K

Sector Composition

1 Financials 11.21%
2 Communication Services 5.74%
3 Consumer Discretionary 5.4%
4 Industrials 2.66%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.62M 0.51%
23,831
27
$4.25M 0.47%
48,450
28
$3.74M 0.41%
21,260
29
$3.71M 0.41%
120,533
-454
30
$3.53M 0.39%
21,304
+29
31
$3.33M 0.37%
30,375
32
$3.23M 0.36%
23,453
33
$3.09M 0.34%
11,255
-440
34
$2.77M 0.31%
5,201
35
$2.45M 0.27%
34,082
36
$2.4M 0.27%
5,717
37
$2.35M 0.26%
26,165
38
$2.32M 0.26%
4,945
39
$2.32M 0.26%
17,500
40
$2.14M 0.24%
35,295
-1,000
41
$2.1M 0.23%
9,463
-40
42
$2.08M 0.23%
14,626
43
$1.85M 0.2%
37,042
-11,284
44
$1.84M 0.2%
16,707
-152
45
$1.84M 0.2%
30,290
-165
46
$1.83M 0.2%
49,535
47
$1.71M 0.19%
10,220
48
$1.65M 0.18%
20,159
-110
49
$1.59M 0.18%
5,098
50
$1.58M 0.17%
7,898
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