MM
Midas Management Portfolio holdings
AUM
$231M
This Quarter Return
+5.8%
1 Year Return
+7.95%
3 Year Return
+43.27%
5 Year Return
+41.78%
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(-7.6%)
Cap. Flow
-$20.3M
Cap. Flow
% of AUM
-12.45%
Top 10 Holdings %
Top 10 Hldgs %
18.35%
Holding
162
New
11
Increased
1
Reduced
5
Closed
21
Top Buys
| 1 |
Lazard
LAZ
|
$1.51M |
| 2 |
Allegiant Air
ALGT
|
$1.45M |
| 3 |
Costamare
CMRE
|
$1.01M |
| 4 |
Skyworks Solutions
SWKS
|
$914K |
| 5 |
SIRE
Sisecam Resources LP
SIRE
|
$841K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$2.73M |
| 2 |
Chubb
CB
|
$2.61M |
| 3 |
Elevance Health
ELV
|
$2.25M |
| 4 |
Exxon Mobil
XOM
|
$2.06M |
| 5 |
Exelon
EXC
|
$1.87M |
Sector Composition
| 1 | Financials | 17.55% |
| 2 | Industrials | 16.39% |
| 3 | Technology | 13.82% |
| 4 | Materials | 13.52% |
| 5 | Consumer Discretionary | 11.81% |
