MIA

MMBG Investment Advisors Portfolio holdings

AUM $1B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$850M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$847K
3
+$785K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$729K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$701K

Top Sells

1
+$4.37M
2
+$3.79M
3
+$3.41M
4
AMZN icon
Amazon
AMZN
+$2.38M
5
UBER icon
Uber
UBER
+$2.34M

Sector Composition

1 Technology 26.73%
2 Consumer Discretionary 18.14%
3 Communication Services 14.59%
4 Financials 8.66%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.97M 0.35%
62,120
-505
52
$2.81M 0.33%
33,375
-415
53
$2.56M 0.3%
58,442
-24,370
54
$2.55M 0.3%
32,235
+3,985
55
$2.46M 0.29%
22,563
-480
56
$2.44M 0.29%
15,210
-3,470
57
$2.22M 0.26%
33,320
58
$2.18M 0.26%
4,960
-50
59
$2.18M 0.26%
3,308
-1,088
60
$2.05M 0.24%
41,707
61
$2.04M 0.24%
5,875
-730
62
$1.91M 0.23%
29,844
+1,260
63
$1.83M 0.22%
29,775
+900
64
$1.8M 0.21%
21,884
-6,474
65
$1.78M 0.21%
15,600
66
$1.78M 0.21%
4,995
-115
67
$1.67M 0.2%
42,900
68
$1.67M 0.2%
29,125
69
$1.64M 0.19%
5,684
70
$1.63M 0.19%
10,545
71
$1.57M 0.18%
23,940
72
$1.52M 0.18%
16,300
73
$1.5M 0.18%
17,600
74
$1.49M 0.18%
41,452
+240
75
$1.48M 0.17%
19,108
+9,065
1 2
3
4 5