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
$703M
AUM Growth
+$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.53M
3
+$4.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.72M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.64M

Top Sells

1
+$12.1M
2
+$4.19M
3
+$2.32M
4
DIS icon
Walt Disney
DIS
+$1.22M
5
VZ icon
Verizon
VZ
+$1.22M

Sector Composition

1 Financials 10.01%
2 Consumer Discretionary 5.7%
3 Communication Services 4.55%
4 Industrials 3.22%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37.8K 0.01%
2,000
102
$35.7K 0.01%
11,693
103
– –
-10,300
104
– –
-2,618
105
– –
-37,495
1 2 3 4
5