MIM

Meixler Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 12.73%
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$761K
3
+$727K
4
VAL icon
Valaris
VAL
+$524K
5
JBGS
JBG SMITH
JBGS
+$518K

Top Sells

1
+$2.19M
2
+$751K
3
+$434K
4
LAMR icon
Lamar Advertising Co
LAMR
+$402K
5
SU icon
Suncor Energy
SU
+$305K

Sector Composition

1 Energy 35.26%
2 Financials 11%
3 Materials 10.69%
4 Industrials 6.66%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.8%
98,646
+44,596
27
$1.09M 0.8%
+73,206
28
$1.03M 0.76%
17,297
-3,320
29
$1.02M 0.75%
28,093
-3,164
30
$1M 0.74%
7,161
-1,920
31
$888K 0.65%
4,961
+817
32
$761K 0.56%
+18,728
33
$751K 0.55%
5,620
-3,010
34
$729K 0.54%
7,996
-1,951
35
$709K 0.52%
9,681
+1,567
36
$698K 0.52%
5,814
+120
37
$655K 0.48%
3,850
-219
38
$651K 0.48%
24,302
-1,340
39
$611K 0.45%
74,718
-4,737
40
$608K 0.45%
201,300
+17,300
41
$600K 0.44%
11,282
-1,214
42
$584K 0.43%
2,030
+24
43
$571K 0.42%
9,349
-1,517
44
$542K 0.4%
31,051
+5,950
45
$537K 0.4%
6,929
-297
46
$519K 0.38%
7,649
+402
47
$518K 0.38%
+29,608
48
$500K 0.37%
3,017
-942
49
$482K 0.36%
+21,313
50
$480K 0.35%
24,418
-4,700
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