MIA
MMBG Investment Advisors Portfolio holdings
AUM
$1B
1-Year Est. Return
16.17%
1 Year Est. Return
+16.17%
AUM
$1B
AUM Growth
+$120M
(+14%)
Holding
183
Top Buys
| 1 | +$6.83M | |
| 2 | +$5.47M | |
| 3 | +$2.69M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.58M |
| 5 |
T-Mobile US
TMUS
|
+$1.76M |
Top Sells
| 1 | +$2.53M | |
| 2 | +$1.55M | |
| 3 | +$1.36M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.21M |
| 5 |
Shopify
SHOP
|
+$907K |
Sector Composition
| 1 | Technology | 30.21% |
| 2 | Communication Services | 15.3% |
| 3 | Consumer Discretionary | 14.69% |
| 4 | Financials | 10.36% |
| 5 | Consumer Staples | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Unilever
UL
$149B
| $207K | 0.02% |
3,381
|
|
||
177
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| $203K | 0.02% |
+1,850
|
|
||
178
iShares Gold Trust
IAU
$60B
| – | – |
-42,900
|
|
||
179
Regeneron Pharmaceuticals
REGN
$69.2B
| – | – |
-370
|
|
||
180
Rivian
RIVN
$16.6B
| – | – |
-22,005
|
|
||
181
Ulta Beauty
ULTA
$22.7B
| – | – |
-844
|
|
||
|
VRN
182
DELISTED
Veren
VRN
| – | – |
-35,200
|
|