Fossil fuel companiesare fueling the climate crisis.


Miller Income Fund - Advisor Managed Portfolios

Shareclass
Miller Income Fund Class IS (LMCMX)
Type
Open-end mutual fund
Fossil fuel exposure of 12.38% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Chord Energy Corp
Carbon Underground 200Top 200 carbon reserves
$5.35 MILLION
Alliance Resource Partners LP
Carbon Underground 200Top 200 carbon reserves
$3.07 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
2
holdings
$8.42M
invested
5.06%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
1
holdings
$3.07M
invested
1.84%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
2
holdings
$7.72M
invested
4.64%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
1
holdings
$9.81M
invested
5.9%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
4 holdings
4 holdings
  • 1. UGI Corp
    Fossil-fired utility
    $9.81M
    5.9%
  • 2. Chord Energy Corp
    Carbon Underground 200Oil/gas industry
    $5.35M
    3.22%
  • 3. Alliance Resource Partners LP
    Carbon Underground 200Coal industry
    $3.07M
    1.84%
  • 4. Carlyle Group Inc/The
    Oil/gas industry
    $2.36M
    1.42%





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