MIM

Meixler Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 26.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.73M
3
+$1.52M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M
5
MDV
Modiv Industrial
MDV
+$1.04M

Top Sells

1
+$2.93M
2
+$2.18M
3
+$1.63M
4
VAL icon
Valaris
VAL
+$904K
5
NE icon
Noble Corp
NE
+$694K

Sector Composition

1 Energy 28.94%
2 Materials 12.97%
3 Financials 10.9%
4 Industrials 10.78%
5 Real Estate 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCC icon
51
WESCO International
WCC
$17.7B
$694K 0.42%
2,837
-470
AIG icon
52
American International
AIG
$41.2B
$676K 0.41%
7,897
-683
FERG icon
53
Ferguson
FERG
$50.6B
$661K 0.4%
2,968
+1,879
CRESY
54
Cresud
CRESY
$795M
$645K 0.39%
51,062
-2,934
TFPM icon
55
Triple Flag Precious Metals
TFPM
$6.69B
$624K 0.38%
18,774
-2,024
MELI icon
56
Mercado Libre
MELI
$94.8B
$610K 0.37%
303
+85
OMAB icon
57
Grupo Aeroportuario Centro Norte
OMAB
$5.15B
$607K 0.37%
5,585
-80
SNX icon
58
TD Synnex
SNX
$18.8B
$606K 0.37%
4,033
-422
PSLV icon
59
Sprott Physical Silver Trust
PSLV
$16.3B
$591K 0.36%
24,975
-3,190
SOLS
60
Solstice Advanced Materials
SOLS
$13B
$547K 0.33%
+11,270
BRKR icon
61
Bruker
BRKR
$6.44B
$540K 0.33%
11,468
-1,515
TRP icon
62
TC Energy
TRP
$68.2B
$520K 0.32%
9,458
-70
ATKR icon
63
Atkore
ATKR
$2.57B
$476K 0.29%
7,524
-176
SII
64
Sprott
SII
$3.93B
$472K 0.29%
4,824
-952
GOOG icon
65
Alphabet (Google) Class C
GOOG
$4.79T
$452K 0.27%
1,441
-124
REXR icon
66
Rexford Industrial Realty
REXR
$8.18B
$440K 0.27%
11,364
+870
ALTG icon
67
Alta Equipment Group
ALTG
$270M
$426K 0.26%
92,717
+20,525
FVR
68
FrontView REIT
FVR
$392M
$421K 0.26%
+28,525
HGTY icon
69
Hagerty
HGTY
$1.03B
$391K 0.24%
29,100
-15
XOM icon
70
Exxon Mobil
XOM
$608B
$378K 0.23%
3,145
+85
AAPL icon
71
Apple
AAPL
$4.22T
$363K 0.22%
1,337
-25
GBTC icon
72
Grayscale Bitcoin Trust
GBTC
$31.8B
$359K 0.22%
5,249
-728
BTU icon
73
Peabody Energy
BTU
$2.93B
$358K 0.22%
12,039
-7,720
UMH
74
UMH Properties
UMH
$1.34B
$336K 0.2%
21,100
+1,825
SSNC icon
75
SS&C Technologies
SSNC
$16.7B
$329K 0.2%
3,764
-85
1 2
3
4 5