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
$635M
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$25.3M
3
+$14.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.27M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$9.05M

Top Sells

1
+$37.5M
2
+$29.6M
3
+$24.7M
4
ITB icon
iShares US Home Construction ETF
ITB
+$24.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.8M

Sector Composition

1 Financials 7.33%
2 Communication Services 4.87%
3 Consumer Discretionary 4.37%
4 Healthcare 4.26%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.19%
5,098
52
$1.03M 0.16%
6,542
-5,720
53
$980K 0.15%
3,275
54
$814K 0.13%
3,885
55
$813K 0.13%
9,823
56
$803K 0.13%
17,500
57
$775K 0.12%
4,631
58
$714K 0.11%
14,750
+435
59
$699K 0.11%
2,826
60
$646K 0.1%
30,000
61
$642K 0.1%
4,771
62
$618K 0.1%
1,833
63
$591K 0.09%
6,575
-386
64
$580K 0.09%
12,077
65
$562K 0.09%
6,500
66
$558K 0.09%
9,214
67
$550K 0.09%
3,390
68
$471K 0.07%
3,045
69
$463K 0.07%
1,855
70
$461K 0.07%
10,300
71
$429K 0.07%
15,840
72
$427K 0.07%
14,780
-6,860
73
$426K 0.07%
4,004
74
$394K 0.06%
16,600
75
$388K 0.06%
2,230
1 2
3
4 5