MIM
Miller Investment Management Portfolio holdings
AUM
$952M
1-Year Return
12.6%
This Quarter Return
-2.02%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$914M
AUM Growth
-$46.8M
(-4.9%)
Cap. Flow
-$20.6M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
68.26%
Holding
105
New
1
Increased
4
Reduced
26
Closed
5
Top Buys
| 1 |
Blackrock
BLK
|
$216K |
| 2 |
VanEck Semiconductor ETF
SMH
|
$158K |
| 3 |
Microsoft
MSFT
|
$70K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$40.1K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$6.96K |
Top Sells
| 1 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$8.74M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$4.19M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.91M |
| 4 |
VanEck Pharmaceutical ETF
PPH
|
$1.51M |
| 5 |
VanEck Biotech ETF
BBH
|
$1.2M |
Sector Composition
| 1 | Financials | 9.89% |
| 2 | Communication Services | 6.05% |
| 3 | Consumer Discretionary | 6.02% |
| 4 | Industrials | 2.76% |
| 5 | Technology | 2.16% |
