MRI

Mad River Investors Portfolio holdings

AUM $277M
1-Year Est. Return 32.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$2.73M
3
+$2.05M
4
AAPL icon
Apple
AAPL
+$1.13M
5
PANW icon
Palo Alto Networks
PANW
+$1.05M

Top Sells

1
+$2.09M
2
+$1.76M
3
+$1.57M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.03M
5
CCL icon
Carnival Corporation Ltd
CCL
+$858K

Sector Composition

1 Energy 53.36%
2 Materials 10.88%
3 Utilities 5.93%
4 Financials 3.57%
5 Technology 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$489K 0.21%
7,500
27
$449K 0.19%
+1,200
28
$442K 0.19%
+1,400
29
$411K 0.18%
+6,000
30
$402K 0.17%
805
-50
31
$348K 0.15%
+2,800
32
$305K 0.13%
+3,000
33
$286K 0.12%
1,508
34
$261K 0.11%
+5,700
35
$223K 0.1%
+1,200
36
$213K 0.09%
+900
37
$212K 0.09%
+4,558
38
– –
-1,231
39
– –
-88,500
40
– –
-67,938
1
2