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
$135M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.67M
3
+$416K
4
WPM icon
Wheaton Precious Metals
WPM
+$357K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$351K

Top Sells

1
+$3.38M
2
+$727K
3
+$281K
4
AC
Associated Capital Group
AC
+$262K
5
CVEO icon
Civeo
CVEO
+$259K

Sector Composition

1 Energy 51.35%
2 Materials 17.13%
3 Consumer Discretionary 8.84%
4 Financials 8.3%
5 Technology 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$201K 0.15%
+1,200
27
$51.8K 0.04%
28,000
28
– –
-4,700
1
2