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
51
$607K 0.14%
4,631
52
$594K 0.14%
6,776
53
$587K 0.13%
2,826
54
$561K 0.13%
9,846
55
$492K 0.11%
3,523
56
$487K 0.11%
9,214
57
$450K 0.1%
413
58
$442K 0.1%
5,270
59
$410K 0.09%
2,500
60
$393K 0.09%
7,710
61
$339K 0.08%
1,833
-550
62
$306K 0.07%
2,320
63
$306K 0.07%
6,193
64
$283K 0.06%
3,890
65
$283K 0.06%
1,554
66
$282K 0.06%
64,262
-2,295
67
$260K 0.06%
3,045
68
$258K 0.06%
2,230
69
$252K 0.06%
3,702
70
$238K 0.05%
4,004
-4,080
71
$217K 0.05%
7,500
72
$210K 0.05%
4,013
73
$205K 0.05%
+1,651
74
$190K 0.04%
6,679
75
$100K 0.02%
10,000
1 2
3
4