MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
This Quarter Return
+2.94%
1 Year Return
+16.17%
3 Year Return
+109.45%
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
–
Cap. Flow
+$1.04B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
50.28%
Holding
156
New
156
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Betterware México
BWMX
|
$100M |
| 2 |
Apple
AAPL
|
$95.9M |
| 3 |
Microsoft
MSFT
|
$75.9M |
| 4 |
Amazon
AMZN
|
$54.1M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$48.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.85% |
| 2 | Consumer Discretionary | 19.18% |
| 3 | Communication Services | 14.38% |
| 4 | Financials | 10.47% |
| 5 | Industrials | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
CrowdStrike
CRWD
$106B
| $217K | 0.02% |
+1,060
| New | +$217K |
|
152
iShares MSCI BIC ETF
BKF
$90.6M
| $211K | 0.02% |
+4,705
| New | +$211K |
|
153
Xos
XOS
$24.6M
| $210K | 0.02% |
+66,670
| New | +$210K |
|
154
Lowe's Companies
LOW
$145B
| $205K | 0.02% |
+795
| New | +$205K |
|
155
Cemex
CX
$13.2B
| $159K | 0.02% |
+23,400
| New | +$159K |
|