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
101
$99.2K 0.07%
20,850
-3,000
102
$98.7K 0.07%
44,258
-32,481
103
$59.3K 0.04%
17,538
104
$23.6K 0.02%
11,140
-13,650
105
– –
-983
106
– –
-23,336
107
– –
-1,688
108
– –
-21,583
1 2 3 4
5