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
$837M
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$22M
3
+$9.19M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.58M
5
MSFT icon
Microsoft
MSFT
+$3.97M

Top Sells

1
+$11.6M
2
+$8.69M
3
+$6.82M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$5.18M
5
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$4.36M

Sector Composition

1 Financials 9.64%
2 Communication Services 5.64%
3 Consumer Discretionary 5.57%
4 Industrials 2.8%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$205K 0.02%
620
102
$36.2K ﹤0.01%
11,693
103
$29.2K ﹤0.01%
2,000
104
– –
-10,947
105
– –
-120,000
106
– –
-9,448
107
– –
-3,779
1 2 3 4
5