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
51
$383K 0.15%
6,634
52
$371K 0.14%
2,421
+15
53
$361K 0.14%
4,078
54
$337K 0.13%
6,232
55
$307K 0.12%
5,270
56
$303K 0.12%
3,537
57
$271K 0.1%
4,140
58
$261K 0.1%
9,668
59
$224K 0.09%
5,310
60
$214K 0.08%
+1,554
61
$208K 0.08%
53
62
$204K 0.08%
2,748
63
$202K 0.08%
3,780
64
$175K 0.07%
13,215
65
$3K ﹤0.01%
53,833
66
– –
-2,262
67
– –
-8,190
68
– –
-2,000
69
– –
-39,227
1 2
3