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

Top Buys

1
+$10.6M
2
+$4.2M
3
+$3.83M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.7M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$2.41M

Top Sells

1
+$11.2M
2
+$4.07M
3
+$2.17M
4
VZ icon
Verizon
VZ
+$1.22M
5
DIS icon
Walt Disney
DIS
+$1.19M

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