MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
-1.16%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$582M
AUM Growth
+$582M
(+1.3%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
74.3%
Holding
96
New
16
Increased
3
Reduced
18
Closed
7
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$26.9M |
| 2 |
Gotham Enhanced 500 ETF
GSPY
|
$20.6M |
| 3 |
iShares US Home Construction ETF
ITB
|
$19.7M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$14.9M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$11.7M |
Top Sells
| 1 |
ARK Autonomous Technology & Robotics ETF
ARKQ
|
$48.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$21.3M |
| 3 |
SPDR S&P Semiconductor ETF
XSD
|
$6.04M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$5.11M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.5M |
Sector Composition
| 1 | Healthcare | 4.69% |
| 2 | Industrials | 4.27% |
| 3 | Financials | 2.59% |
| 4 | Communication Services | 1.42% |
| 5 | Consumer Discretionary | 1.34% |
