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
$541M
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.68M
3
+$2.16M
4
SPXE icon
ProShares S&P 500 ex-Energy ETF
SPXE
+$1.6M
5
ARKQ icon
ARK Autonomous Technology & Robotics ETF
ARKQ
+$772K

Top Sells

1
+$18.1M
2
+$15.2M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.3M
5
LOW icon
Lowe's Companies
LOW
+$2.44M

Sector Composition

1 Industrials 4.67%
2 Healthcare 4.39%
3 Technology 2.3%
4 Financials 2.13%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.04%
2,210
77
$209K 0.04%
1,672
78
$192K 0.04%
1,448
79
$89K 0.02%
2,000
80
– –
-194,583
81
– –
-15,230
82
– –
-147,252
83
– –
-3,702
1 2 3
4