MIM
Miller Investment Management Portfolio holdings
AUM
$952M
1-Year Return
12.6%
This Quarter Return
-15.82%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$486M
AUM Growth
-$149M
(-23%)
Cap. Flow
-$59.4M
Cap. Flow
% of AUM
-12.22%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
100
New
4
Increased
3
Reduced
20
Closed
10
Top Buys
| 1 |
Invesco KBW Bank ETF
KBWB
|
$17M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$13.4M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$821K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$572K |
| 5 |
VanEck Biotech ETF
BBH
|
$236K |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$54.2M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$24.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.53M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$2.21M |
| 5 |
Blackrock
BLK
|
$1.35M |
Sector Composition
| 1 | Financials | 10.08% |
| 2 | Healthcare | 5.2% |
| 3 | Consumer Discretionary | 4.98% |
| 4 | Communication Services | 4.82% |
| 5 | Industrials | 3.93% |
