MIM

Meixler Investment Management Portfolio holdings

AUM $165M
1-Year Est. Return 17.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$785K
3
+$754K
4
VAL icon
Valaris
VAL
+$657K
5
AN icon
AutoNation
AN
+$620K

Top Sells

1
+$1.11M
2
+$974K
3
+$819K
4
LAMR icon
Lamar Advertising Co
LAMR
+$619K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$552K

Sector Composition

1 Energy 37.81%
2 Materials 11.79%
3 Financials 10.46%
4 Consumer Discretionary 7.31%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.6M 10.99%
434,352
-2,913
2
$14.4M 10.81%
832,691
-12,428
3
$12.5M 9.39%
29,754
-1,404
4
$11M 8.23%
297,066
-24,349
5
$5.45M 4.09%
142,690
-8,562
6
$4.02M 3.02%
104,833
+10,217
7
$3.18M 2.38%
6,984
+115
8
$3.11M 2.34%
51,275
+5,023
9
$2.9M 2.17%
31,480
+3,298
10
$2.56M 1.92%
118,864
-8,021
11
$2.55M 1.91%
21,359
+11,035
12
$2.5M 1.88%
33,191
+9,806
13
$2.41M 1.81%
9,475
+2,068
14
$2.11M 1.58%
72,175
+1,025
15
$2.1M 1.58%
105,100
+12,623
16
$2.05M 1.54%
22,333
-3,213
17
$1.95M 1.47%
80,515
+29,953
18
$1.83M 1.37%
5,518
-1,030
19
$1.6M 1.2%
32,950
-1,803
20
$1.55M 1.16%
10,704
+65
21
$1.46M 1.1%
9,817
+340
22
$1.46M 1.09%
88,789
-4,897
23
$1.39M 1.05%
3,631
-2,665
24
$1.32M 0.99%
40,338
-2,400
25
$1.31M 0.99%
20,894
+2,425
1
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