MIM
Miller Investment Management Portfolio holdings
AUM
$952M
1-Year Return
12.6%
This Quarter Return
-4.32%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$479M
AUM Growth
-$7.18M
(-1.5%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
3.4%
Top 10 Holdings %
Top 10 Hldgs %
68.55%
Holding
94
New
4
Increased
2
Reduced
25
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$19.8M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
$698K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$372K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$261K |
| 5 |
VanEck Biotech ETF
BBH
|
$200K |
Top Sells
Sector Composition
| 1 | Financials | 9.86% |
| 2 | Healthcare | 5.15% |
| 3 | Consumer Discretionary | 5.13% |
| 4 | Communication Services | 4.12% |
| 5 | Industrials | 3.71% |
