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
$541M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.68M
3
+$2.16M
4
SPXE icon
ProShares S&P 500 ex-Energy ETF
SPXE
+$1.6M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$772K

Top Sells

1
+$18.1M
2
+$15.2M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
LOW icon
Lowe's Companies
LOW
+$2.44M

Sector Composition

1 Industrials 4.67%
2 Healthcare 4.39%
3 Technology 2.3%
4 Financials 2.13%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.14%
17,500
52
$729K 0.13%
30,000
53
$689K 0.13%
9,823
54
$655K 0.12%
4,631
55
$650K 0.12%
4,892
56
$633K 0.12%
2,826
57
$610K 0.11%
9,214
58
$530K 0.1%
6,500
59
$506K 0.09%
1,833
60
$421K 0.08%
3,890
61
$410K 0.08%
2,230
62
$406K 0.08%
7,710
63
$397K 0.07%
+9,890
64
$360K 0.07%
3,045
65
$342K 0.06%
4,004
66
$335K 0.06%
6,193
67
$296K 0.05%
2,320
68
$282K 0.05%
1,554
69
$277K 0.05%
2,680
-400
70
$258K 0.05%
+5,220
71
$238K 0.04%
1,651
72
$234K 0.04%
1,250
73
$228K 0.04%
5,220
74
$225K 0.04%
+2,675
75
$223K 0.04%
1,119
1 2
3
4