MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+8.69%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$699M
AUM Growth
+$699M
(+20%)
Cap. Flow
+$63.1M
Cap. Flow
% of AUM
9.03%
Top 10 Holdings %
Top 10 Hldgs %
69.45%
Holding
99
New
10
Increased
4
Reduced
23
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$29.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$29.6M |
| 3 |
Alerian MLP ETF
AMLP
|
$15.2M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$11.3M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.42M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$12.1M |
| 2 |
ARK Autonomous Technology & Robotics ETF
ARKQ
|
$9.76M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$6.02M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.58M |
| 5 |
Materials Select Sector SPDR Fund
XLB
|
$2.25M |
Sector Composition
| 1 | Healthcare | 3.98% |
| 2 | Industrials | 3.66% |
| 3 | Financials | 2.36% |
| 4 | Technology | 1.2% |
| 5 | Communication Services | 1.14% |
