MIM

Miller Investment Management Portfolio holdings

AUM $995M
1-Year Est. Return 12.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$587M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$22.5M
3
+$16.1M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$3.81M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.55M

Top Sells

1
+$6.19M
2
+$5.16M
3
+$3.67M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.84M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.65M

Sector Composition

1 Financials 9.11%
2 Consumer Discretionary 4.6%
3 Healthcare 3.95%
4 Industrials 3.57%
5 Communication Services 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-38,100
1 2 3 4
5