MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+7.21%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$656M
AUM Growth
+$656M
(+8.3%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
63.83%
Holding
97
New
2
Increased
9
Reduced
20
Closed
1
Top Buys
| 1 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$13.1M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$12.7M |
| 3 |
VanEck Pharmaceutical ETF
PPH
|
$11.2M |
| 4 |
VanEck Biotech ETF
BBH
|
$10.7M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$9.24M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$30.3M |
| 2 |
Alerian MLP ETF
AMLP
|
$14.9M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$940K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$299K |
| 5 |
Gotham Enhanced 500 ETF
GSPY
|
$154K |
Sector Composition
| 1 | Financials | 10.25% |
| 2 | Consumer Discretionary | 5.33% |
| 3 | Communication Services | 4.48% |
| 4 | Industrials | 3.34% |
| 5 | Healthcare | 3.28% |
