MRI

Mad River Investors Portfolio holdings

AUM $219M
1-Year Est. Return 9.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.83M
3
+$1.71M
4
WPM icon
Wheaton Precious Metals
WPM
+$19.4K
5
CVEO icon
Civeo
CVEO
+$18.9K

Top Sells

1
+$154K
2
+$134K
3
+$62.4K
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$56.4K
5
BN icon
Brookfield
BN
+$30K

Sector Composition

1 Energy 34.02%
2 Financials 14.98%
3 Communication Services 14.01%
4 Consumer Discretionary 10.69%
5 Real Estate 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$331K 0.27%
1,350
27
$252K 0.21%
2,400
28
$245K 0.2%
133,817
-2,721
29
$161K 0.13%
49,769
30
– –
-1,200
1
2