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Home > Institutional Investor > Miller Financial Services Llc > Profile

Instuitional Investor - Miller Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Miller Financial Services Llc
Portfolio Value $118,404,409
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 106,222 $10,292,912 8.69%
2.
Ishares Trust
 IEF 42,900 $9,479,186 8%
3.
Apple Inc.
 AAPL 19,787 $4,955,021 4.18%
4.
Amazon Com Inc
 AMZN 18,087 $3,968,107 3.35%
5.
Ishares Trust
 IEF 33,632 $2,937,042 2.48%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)