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MAM

Myriad Asset Management Portfolio holdings

AUM $686M
1-Year Est. Return 11.94%
This Fund
S&P 500
This Quarter Est. Return
+1.83%
1 Year Est. Return
+11.94%
3 Year Est. Return
+148.96%
5 Year Est. Return
+248.9%
10 Year Est. Return
–
AUM
$686M
AUM Growth
-$232M
Cap. Flow
-$761M
Cap. Flow %
-110.89%
Top 10 Hldgs %
77.36%
Holding
164
New
13
Increased
6
Reduced
17
Closed
70

Top Buys

1
COP icon
ConocoPhillips
COP
+$19.8M
2
PDD icon
Pinduoduo
PDD
+$15.4M
3
BP icon
BP
BP
+$11.4M
4
SHEL icon
Shell
SHEL
+$10.3M
5
LI icon
Li Auto
LI
+$8.27M

Top Sells

1
TSLA icon
Tesla
TSLA
+$44.2M
2
FCX icon
Freeport-McMoran
FCX
+$29.5M
3
MIR icon
Mirion Technologies
MIR
+$25.4M
4
BAC icon
Bank of America
BAC
+$22.4M
5
AA icon
Alcoa
AA
+$18.4M

Sector Composition

1 Energy 6.61%
2 Materials 4.27%
3 Financials 4.26%
4 Consumer Discretionary 3.78%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSX icon
26
Phillips 66
PSX
$78.6B
$2.13M 0.31%
+24,600
New +$2.07M
JCI icon
27
Johnson Controls International
JCI
$87.1B
$2.06M 0.3%
+31,500
New +$2.17M
WRK
28
DELISTED
WestRock Company
WRK
$2M 0.29%
+42,600
New +$1.95M
ANAC
29
DELISTED
Arctos NorthStar Acquisition Corp.
ANAC
$1.96M 0.29%
200,000
– –
DHR icon
30
Danaher
DHR
$142B
$1.94M 0.28%
7,445
– –
LEV.WS
31
DELISTED
The Lion Electric Company Redeemable Warrants, each whole warrant entitles the holder to purchase one Common Share at a price of $11.50 per share
LEV.WS
$1.9M 0.28%
868,449
– –
BALL icon
32
Ball Corp
BALL
$16.2B
$1.85M 0.27%
+20,575
New +$1.87M
FVT
33
DELISTED
Fortress Value Acquisition Corp. III
FVT
$1.48M 0.22%
150,000
– –
NIO icon
34
NIO
NIO
$12.6B
$1.47M 0.21%
+70,000
New +$1.65M
APGB
35
DELISTED
Apollo Strategic Growth Capital II
APGB
$1.47M 0.21%
150,000
– –
PBH icon
36
Prestige Consumer Healthcare
PBH
$2.29B
$1.44M 0.21%
27,180
+4,500
+20% +$260K
FRSH icon
37
Freshworks
FRSH
$2.93B
$1.41M 0.21%
+78,500
New +$1.6M
NSTD
38
DELISTED
Northern Star Investment Corp. IV
NSTD
$1.15M 0.17%
118,004
– –
NSTC
39
DELISTED
Northern Star Investment Corp. III
NSTC
$1.1M 0.16%
112,121
– –
PDOT
40
DELISTED
Peridot Acquisition Corp. II
PDOT
$978K 0.14%
100,000
– –
OACB
41
DELISTED
Oaktree Acquisition Corp. II
OACB
$898K 0.13%
90,301
-9,699
-10% -$96K
ETSY icon
42
Etsy
ETSY
$8.14B
$820K 0.12%
6,600
– –
BTMD icon
43
Biote Corp
BTMD
$65.8M
$741K 0.11%
75,000
– –
LGAC
44
DELISTED
Lazard Growth Acquisition Corp. I Ordinary Shares
LGAC
$735K 0.11%
75,000
– –
GSEV
45
DELISTED
Gores Holdings VII, Inc. Class A Common Stock
GSEV
$685K 0.1%
70,000
-21,360
-23% -$209K
PRPB
46
DELISTED
CC Neuberger Principal Holdings II Class A Ordinary Shares
PRPB
$675K 0.1%
68,000
-32,000
-32% -$317K
BNAI
47
Brand Engagement Network
BNAI
$88.2M
$490K 0.07%
5,000
– –
ATAQ
48
DELISTED
Altimar Acquisition Corp III
ATAQ
$490K 0.07%
50,000
– –
GTPB
49
DELISTED
Gores Technology Partners II, Inc. Class A Common
GTPB
$391K 0.06%
40,000
– –
DIDI
50
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$305K 0.04%
+122,111
New +$482K
1
2
3 4 5

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