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
51
$467K 0.34%
8,948
-484
52
$463K 0.34%
+4,795
53
$459K 0.34%
9,650
+625
54
$450K 0.33%
5,580
-231
55
$449K 0.33%
38,000
-10,450
56
$443K 0.33%
3,333
+1,617
57
$437K 0.32%
416
-4
58
$420K 0.31%
2,498
+221
59
$417K 0.31%
3,280
+16
60
$412K 0.3%
47,670
+3,893
61
$406K 0.3%
2,153
+44
62
$398K 0.29%
3,395
-76
63
$388K 0.29%
9,800
-550
64
$386K 0.28%
23,862
+7,262
65
$386K 0.28%
765
-60
66
$385K 0.28%
1,653
-110
67
$354K 0.26%
4,378
-293
68
$352K 0.26%
18,338
-2,287
69
$346K 0.26%
8,667
+872
70
$344K 0.25%
7,159
+288
71
$344K 0.25%
4,056
+2,109
72
$342K 0.25%
33,880
+1,005
73
$338K 0.25%
6,702
-1,029
74
$326K 0.24%
2,177
-812
75
$320K 0.24%
361
-79
1 2
3
4 5