MIM

Miller Investment Management Portfolio holdings

AUM $952M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
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
+$32.4M
2
+$25.3M
3
+$14.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.27M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$9.05M

Top Sells

1
+$37.5M
2
+$29.6M
3
+$24.7M
4
ITB icon
iShares US Home Construction ETF
ITB
+$24.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.8M

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
1
$151M 23.79%
334,360
-54,698
2
$54.2M 8.54%
915,047
+426,768
3
$52.4M 8.25%
594,420
-1,656
4
$41.4M 6.52%
1,080,001
+2,548
5
$34M 5.35%
96,227
+91,928
6
$24.3M 3.83%
58,333
-84
7
$23M 3.62%
294,369
-275
8
$21.6M 3.41%
878,226
-85
9
$17.7M 2.78%
460,878
-2,161
10
$17.2M 2.7%
125,281
-133
11
$16.2M 2.55%
120,158
-9,186
12
$15.5M 2.44%
204,259
+560
13
$15.1M 2.37%
67,696
+66,109
14
$9.69M 1.53%
206,693
+193,143
15
$9.27M 1.46%
+66,680
16
$7.99M 1.26%
94,938
-500
17
$7.08M 1.12%
+90,163
18
$7M 1.1%
+94,001
19
$6.95M 1.09%
120,641
-650,914
20
$6.91M 1.09%
+1,546
21
$5.4M 0.85%
15,211
22
$3.98M 0.63%
22,463
23
$3.92M 0.62%
21,260
24
$3.91M 0.62%
12,694
25
$3.62M 0.57%
16,859
1
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