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MIOT

Massachusetts Institute of Technology Portfolio holdings

AUM $577M
1-Year Est. Return 8.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
-$75.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$7.57M
3
+$855K
4
HD icon
Home Depot
HD
+$360K
5
HWM icon
Howmet Aerospace
HWM
+$211K

Top Sells

1
+$116M
2
+$29.2M
3
+$23.9M
4
CVNA icon
Carvana
CVNA
+$19.7M
5
NVDA icon
NVIDIA
NVDA
+$2.11M

Sector Composition

1 Consumer Discretionary 91.54%
2 Technology 4.79%
3 Industrials 3.67%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$619M 67.29%
19,233,932
-3,844,740
2
$218M 23.69%
2,889,620
-275,000
3
$43M 4.68%
+383,561
4
$32M 3.47%
2,444,473
5
$4.89M 0.53%
+167,404
6
$1.35M 0.15%
16,000
7
$1.03M 0.11%
+3,325
8
$371K 0.04%
+915
9
$228K 0.02%
+1,160
10
$206K 0.02%
+550
11
– –
-197,211
12
– –
-13,372
13
– –
-734,181