MIM

Merrion Investment Management Portfolio holdings

AUM $186M
1-Year Est. Return 60.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.11M
3
+$6.54M
4
AVLR
Avalara, Inc.
AVLR
+$5.01M
5
JEF icon
Jefferies Financial Group
JEF
+$4.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.81%
2 Communication Services 19.8%
3 Financials 12.07%
4 Materials 6.83%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
+3,885
227
$3K ﹤0.01%
+70
228
$3K ﹤0.01%
+162
229
$3K ﹤0.01%
+33
230
$3K ﹤0.01%
+56
231
$3K ﹤0.01%
+36
232
$3K ﹤0.01%
+105
233
$3K ﹤0.01%
+59
234
$3K ﹤0.01%
+70
235
$3K ﹤0.01%
+18
236
$3K ﹤0.01%
+98
237
$3K ﹤0.01%
+1,000
238
$2K ﹤0.01%
+101
239
$2K ﹤0.01%
+20
240
$2K ﹤0.01%
+79
241
$2K ﹤0.01%
+26
242
$2K ﹤0.01%
+19
243
$2K ﹤0.01%
+40
244
$2K ﹤0.01%
+43
245
$2K ﹤0.01%
+55
246
$1K ﹤0.01%
+149
247
$1K ﹤0.01%
+87
248
$1K ﹤0.01%
+35
249
$1K ﹤0.01%
+17
250
$1K ﹤0.01%
+10
7 8 9
10
11