MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
This Quarter Return
-0.38%
1 Year Return
+16.17%
3 Year Return
+109.45%
5 Year Return
–
10 Year Return
–
AUM
$793M
AUM Growth
+$793M
(-3.7%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-3.22%
Top 10 Holdings %
Top 10 Hldgs %
54.7%
Holding
161
New
7
Increased
19
Reduced
49
Closed
9
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$884K |
| 2 |
TSMC
TSM
|
$463K |
| 3 |
Tesla
TSLA
|
$375K |
| 4 |
Mercado Libre
MELI
|
$313K |
| 5 |
Fortinet
FTNT
|
$305K |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.46M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.07M |
| 3 |
Visa
V
|
$1.71M |
| 4 |
Amazon
AMZN
|
$1.69M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.51M |
Sector Composition
| 1 | Technology | 25.42% |
| 2 | Consumer Discretionary | 19.47% |
| 3 | Communication Services | 15.1% |
| 4 | Financials | 7.66% |
| 5 | Healthcare | 3.17% |
