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
$656M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$12.7M
3
+$11.2M
4
BBH icon
VanEck Biotech ETF
BBH
+$10.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$9.24M

Top Sells

1
+$30.3M
2
+$14.9M
3
+$940K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$299K
5
GSPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.08%
4,004
77
$484K 0.07%
3,812
+1,670
78
$483K 0.07%
13,550
79
$457K 0.07%
3,390
80
$383K 0.06%
2,230
81
$367K 0.06%
1,672
82
$334K 0.05%
1,554
83
$320K 0.05%
5,310
84
$315K 0.05%
1,556
-40
85
$293K 0.04%
10,300
86
$290K 0.04%
6,000
87
$289K 0.04%
57,015
88
$281K 0.04%
2,618
89
$244K 0.04%
1,822
90
$242K 0.04%
2,535
91
$239K 0.04%
2,675
92
$238K 0.04%
1,119
93
$235K 0.04%
+1,351
94
$215K 0.03%
2,000
95
$60K 0.01%
2,000
96
$32.7K 0.01%
11,693
97
– –
-12,687
1 2 3
4