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
76
$313K 0.23%
2,126
-140
77
$293K 0.22%
1,629
-473
78
$289K 0.21%
2,686
-418
79
$285K 0.21%
1,927
-1,250
80
$279K 0.21%
27,455
+2,430
81
$277K 0.2%
3,426
-174
82
$272K 0.2%
22,431
-335
83
$271K 0.2%
+7,492
84
$263K 0.19%
689
-6
85
$255K 0.19%
3,438
-12
86
$254K 0.19%
1,518
-201
87
$246K 0.18%
10,480
-1,187
88
$245K 0.18%
19,175
+3,575
89
$234K 0.17%
1,375
-8
90
$214K 0.16%
11,287
+1,172
91
$207K 0.15%
2,877
-6,043
92
$205K 0.15%
+1,256
93
$186K 0.14%
15,000
-4,450
94
$178K 0.13%
+26,475
95
$174K 0.13%
16,665
-1,150
96
$137K 0.1%
23,305
-9,300
97
$134K 0.1%
36,300
+3,800
98
$118K 0.09%
11,582
-1,100
99
$118K 0.09%
+4,198
100
$104K 0.08%
12,888
-17,693
1 2 3
4
5