MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
This Quarter Return
-5.26%
1 Year Return
+16.17%
3 Year Return
+109.45%
5 Year Return
–
10 Year Return
–
AUM
$747M
AUM Growth
+$747M
(-7.3%)
Cap. Flow
+$43.8M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
48.39%
Holding
166
New
10
Increased
32
Reduced
15
Closed
6
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$35.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$13.4M |
| 3 |
Boeing
BA
|
$1.4M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.11M |
| 5 |
Walt Disney
DIS
|
$894K |
Top Sells
| 1 |
Betterware México
BWMX
|
$6.2M |
| 2 |
iShares Gold Trust
IAU
|
$4.58M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.5M |
| 4 |
FedEx
FDX
|
$1.17M |
| 5 |
Apple
AAPL
|
$1.12M |
Sector Composition
| 1 | Technology | 24.67% |
| 2 | Consumer Discretionary | 16.33% |
| 3 | Communication Services | 13.95% |
| 4 | Financials | 9.6% |
| 5 | Industrials | 3.28% |
