MIM
Miller Investment Management Portfolio holdings
AUM
$952M
This Quarter Return
+7.47%
1 Year Return
+12.6%
3 Year Return
+63.09%
5 Year Return
+111.41%
10 Year Return
+227.46%
AUM
$952M
AUM Growth
+$952M
(+5.4%)
Cap. Flow
-$9.68M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
70.03%
Holding
99
New
2
Increased
6
Reduced
25
Closed
3
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$1.78M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$870K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$569K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$265K |
| 5 |
Blackrock
BLK
|
$221K |
Top Sells
| 1 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$2.86M |
| 2 |
VanEck Biotech ETF
BBH
|
$1.59M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$1.33M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$948K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$834K |
Sector Composition
| 1 | Financials | 9.93% |
| 2 | Communication Services | 6.71% |
| 3 | Consumer Discretionary | 5.24% |
| 4 | Industrials | 2.78% |
| 5 | Technology | 2.31% |
