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MIM

Miller Investment Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$21.1M
3
+$21M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.4M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$11.7M

Top Sells

1
+$50.7M
2
+$21.9M
3
+$6.04M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$5.37M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.64M

Sector Composition

1 Healthcare 4.69%
2 Industrials 4.27%
3 Financials 2.59%
4 Communication Services 1.42%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.05%
1,119
77
$290K 0.05%
+59,614
78
$289K 0.05%
1,250
79
$286K 0.05%
5,220
80
$279K 0.05%
5,310
-2,400
81
$264K 0.05%
6,193
82
$253K 0.04%
1,906
-414
83
$249K 0.04%
1,672
84
$241K 0.04%
2,675
85
$223K 0.04%
5,220
86
$213K 0.04%
+6,000
87
$203K 0.03%
1,651
88
$187K 0.03%
1,448
89
$102K 0.02%
2,000
90
– –
-13,000
91
– –
-31,377
92
– –
-8,500
93
– –
-22,500
94
– –
-2,680
95
– –
-29,000
96
– –
-2,210
1 2 3
4