MIM

Miller Investment Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$21.5M
3
+$16.3M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$15.5M
5
PBW icon
Invesco WilderHill Clean Energy ETF
PBW
+$11.9M

Top Sells

1
+$35.7M
2
+$14.3M
3
+$1.28M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$959K
5
LOW icon
Lowe's Companies
LOW
+$701K

Sector Composition

1 Industrials 4.28%
2 Healthcare 4.25%
3 Financials 1.95%
4 Technology 1.88%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.04%
2,210
-633
77
$51K 0.01%
2,000
+1,000
78
– –
-338,118
1 2 3
4