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
$656M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.7M
3
+$11.2M
4
BBH icon
VanEck Biotech ETF
BBH
+$10.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.24M

Top Sells

1
+$30.3M
2
+$14.9M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$299K
5
GSPY icon
Gotham Enhanced 500 ETF
GSPY
+$154K

Sector Composition

1 Financials 10.25%
2 Consumer Discretionary 5.33%
3 Communication Services 4.48%
4 Industrials 3.34%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.21%
37,495
52
$1.33M 0.2%
15,859
53
$1.22M 0.19%
25,503
-70
54
$1.17M 0.18%
9,823
55
$1.13M 0.17%
5,098
56
$1.11M 0.17%
6,570
57
$1.09M 0.17%
14,508
58
$1.02M 0.16%
3,275
59
$972K 0.15%
3,885
60
$966K 0.15%
6,542
61
$962K 0.15%
20,827
62
$866K 0.13%
9,429
+3,447
63
$858K 0.13%
4,631
64
$850K 0.13%
21,690
-381,124
65
$843K 0.13%
2,826
66
$781K 0.12%
9,214
67
$646K 0.1%
12,990
68
$645K 0.1%
7,421
69
$620K 0.09%
6,500
70
$600K 0.09%
20,032
71
$586K 0.09%
1,250
72
$586K 0.09%
3,045
73
$566K 0.09%
1,833
74
$547K 0.08%
6,575
75
$527K 0.08%
4,771
1 2
3
4