MIM

Miller Investment Management Portfolio holdings

AUM $995M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$904M
AUM Growth
-$9.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$629K
3
+$530K
4
CI icon
Cigna
CI
+$204K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$178K

Top Sells

1
+$1.32M
2
+$1.04M
3
+$970K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$762K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$579K

Sector Composition

1 Financials 11.21%
2 Communication Services 5.74%
3 Consumer Discretionary 5.4%
4 Industrials 2.66%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.15%
9,490
52
$1.37M 0.15%
9,823
-720
53
$1.37M 0.15%
17,845
54
$1.31M 0.15%
+49,442
55
$1.3M 0.14%
2,529
56
$1.28M 0.14%
7,586
57
$1.25M 0.14%
3,404
58
$1.17M 0.13%
5,087
59
$1.16M 0.13%
9,534
60
$1.15M 0.13%
6,542
61
$1.1M 0.12%
6,000
62
$1.03M 0.11%
1,250
63
$977K 0.11%
2,084
64
$964K 0.11%
3,885
65
$883K 0.1%
2,826
66
$847K 0.09%
3,045
67
$831K 0.09%
16,342
-190
68
$823K 0.09%
4,004
69
$803K 0.09%
6,500
70
$801K 0.09%
24,798
71
$796K 0.09%
8,679
72
$783K 0.09%
6,570
73
$710K 0.08%
3,390
74
$694K 0.08%
4,631
75
$694K 0.08%
13,356
1 2
3
4 5