MIM

Miller Investment Management Portfolio holdings

AUM $1.02B
1-Year Est. Return 16.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$29.7M
2 +$25.6M
3 +$16.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.06M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$8.3M

Top Sells

1 +$38.3M
2 +$29.6M
3 +$24.4M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$24.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.7M

Sector Composition

1 Financials 7.33%
2 Communication Services 4.87%
3 Consumer Discretionary 4.37%
4 Healthcare 4.26%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-56,793