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
$144M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.65M
3
+$1.58M
4
SAND
Sandstorm Gold
SAND
+$1.43M
5
FRPH icon
FRP Holdings
FRPH
+$1.02M

Top Sells

1
+$4.04M
2
+$813K
3
+$506K
4
JBGS
JBG SMITH
JBGS
+$484K
5
TPL icon
Texas Pacific Land
TPL
+$408K

Sector Composition

1 Energy 32.93%
2 Financials 12.4%
3 Materials 11.35%
4 Real Estate 8.36%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
51
Qualcomm
QCOM
$196B
$538K 0.37%
3,505
-297
BRKR icon
52
Bruker
BRKR
$5.88B
$518K 0.36%
+12,401
REXR icon
53
Rexford Industrial Realty
REXR
$9.8B
$515K 0.36%
13,150
+1,835
TFPM icon
54
Triple Flag Precious Metals
TFPM
$5.75B
$495K 0.34%
25,825
-2,787
TRP icon
55
TC Energy
TRP
$52.8B
$485K 0.34%
10,280
-320
BG icon
56
Bunge Global
BG
$19.4B
$466K 0.32%
6,093
+612
MOS icon
57
The Mosaic Company
MOS
$9.36B
$443K 0.31%
16,395
-6,304
AMR icon
58
Alpha Metallurgical Resources
AMR
$2.16B
$416K 0.29%
3,323
-890
GBTC icon
59
Grayscale Bitcoin Trust
GBTC
$46.1B
$411K 0.28%
6,311
-255
ARW icon
60
Arrow Electronics
ARW
$6.15B
$395K 0.27%
3,801
+380
XOM icon
61
Exxon Mobil
XOM
$492B
$386K 0.27%
3,245
+25
GRID icon
62
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.95B
$375K 0.26%
3,316
-4
SFM icon
63
Sprouts Farmers Market
SFM
$10.3B
$370K 0.26%
+2,422
GE icon
64
GE Aerospace
GE
$332B
$369K 0.26%
1,843
-265
MELI icon
65
Mercado Libre
MELI
$116B
$361K 0.25%
+185
IBIT icon
66
iShares Bitcoin Trust
IBIT
$88.2B
$353K 0.24%
7,548
+135
UMH
67
UMH Properties
UMH
$1.23B
$339K 0.23%
18,150
-743
NEM icon
68
Newmont
NEM
$86B
$335K 0.23%
+6,947
ATKR icon
69
Atkore
ATKR
$2.31B
$325K 0.23%
5,423
+259
ZIG icon
70
The Acquirers Fund
ZIG
$36.1M
$321K 0.22%
9,100
-550
PSLV icon
71
Sprott Physical Silver Trust
PSLV
$8.53B
$317K 0.22%
27,315
+11,100
ALEX
72
Alexander & Baldwin
ALEX
$1.22B
$308K 0.21%
17,850
+250
AAPL icon
73
Apple
AAPL
$3.99T
$304K 0.21%
1,370
-172
SII
74
Sprott
SII
$2.13B
$301K 0.21%
6,710
+246
COST icon
75
Costco
COST
$411B
$297K 0.21%
314
-27
1 2
3
4 5