MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $753M
1-Year Est. Return 36.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$753M
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$4.16M
3
+$140K

Top Sells

1
+$43M
2
+$1.03M
3
+$371K
4
HWM icon
Howmet Aerospace
HWM
+$228K
5
ETN icon
Eaton
ETN
+$206K

Sector Composition

1 Consumer Discretionary 93.18%
2 Industrials 4.2%
3 Financials 2.12%
4 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$33.7B
$454M 60.22%
19,230,611
-3,321
CVNA icon
2
Carvana
CVNA
$42.8B
$244M 32.4%
578,300
+376
BOC icon
3
Boston Omaha
BOC
$382M
$30.2M 4.01%
2,444,473
CRCL
4
Circle Internet Group
CRCL
$28.5B
$16M 2.12%
+201,345
CRMT icon
5
America's Car Mart
CRMT
$112M
$4.23M 0.56%
167,404
IOT icon
6
Samsara
IOT
$18.3B
$3.81M 0.51%
+107,455
TXT icon
7
Textron
TXT
$15.9B
$1.39M 0.19%
16,000
ETN icon
8
Eaton
ETN
$138B
– –
-550
HD icon
9
Home Depot
HD
$338B
– –
-915
HWM icon
10
Howmet Aerospace
HWM
$94.9B
– –
-1,160
MDB icon
11
MongoDB
MDB
$21B
– –
-3,325
SNDK
12
Sandisk
SNDK
$97.7B
– –
-383,561