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
$699M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$29.6M
3
+$15.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.3M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.42M

Top Sells

1
+$12.1M
2
+$9.76M
3
+$6.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.58M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.25M

Sector Composition

1 Healthcare 3.98%
2 Industrials 3.66%
3 Financials 2.36%
4 Technology 1.2%
5 Communication Services 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.16%
5,098
52
$1.1M 0.16%
9,932
-2,396
53
$959K 0.14%
3,885
54
$949K 0.14%
17,500
55
$857K 0.12%
9,823
56
$804K 0.12%
4,631
57
$795K 0.11%
4,771
-121
58
$779K 0.11%
6,961
+3,573
59
$760K 0.11%
1,833
60
$758K 0.11%
2,826
61
$701K 0.1%
21,640
-18,760
62
$700K 0.1%
9,214
63
$664K 0.1%
16,600
64
$653K 0.09%
1,855
65
$636K 0.09%
14,315
66
$635K 0.09%
30,000
67
$617K 0.09%
+12,077
68
$572K 0.08%
15,840
69
$568K 0.08%
13,550
70
$537K 0.08%
10,300
-7,110
71
$534K 0.08%
+1,587
72
$483K 0.07%
2,230
73
$471K 0.07%
6,500
74
$459K 0.07%
3,390
75
$444K 0.06%
4,004
1 2
3
4