MRI

Mad River Investors Portfolio holdings

AUM $233M
1-Year Est. Return 43.86%
This Quarter Est. Return
1 Year Est. Return
+43.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.91M
3
+$1.84M
4
CBOE icon
Cboe Global Markets
CBOE
+$1.74M
5
UNH icon
UnitedHealth
UNH
+$289K

Top Sells

1
+$4.46M
2
+$29.1K
3
+$27.9K
4
PGLC
Pershing Gold Corporation. Common Stock
PGLC
+$1.14K

Sector Composition

1 Energy 28.9%
2 Communication Services 17.88%
3 Financials 16.1%
4 Real Estate 11.66%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$241K 0.23%
2,400
27
$154K 0.15%
+1,200
28
$148K 0.14%
49,769
29
– –
-82,280
1
2