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
$141M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$77K
3
+$18.3K
4
SAND
Sandstorm Gold
SAND
+$79

Top Sells

1
+$647K
2
+$341K
3
+$213K
4
JNJ icon
Johnson & Johnson
JNJ
+$201K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$91.1K

Sector Composition

1 Energy 57.17%
2 Materials 15.41%
3 Financials 7.9%
4 Consumer Discretionary 7.6%
5 Technology 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-2,400
27
– –
-4,859
28
– –
-1,200
1
2