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
$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
$28.6B
$454M 60.22%
19,230,611
-3,321
CVNA icon
2
Carvana
CVNA
$50.1B
$244M 32.4%
2,891,500
+1,880
BOC icon
3
Boston Omaha
BOC
$343M
$30.2M 4.01%
2,444,473
CRCL
4
Circle Internet Group
CRCL
$31.5B
$16M 2.12%
+201,345
CRMT icon
5
America's Car Mart
CRMT
$100M
$4.23M 0.56%
167,404
IOT icon
6
Samsara
IOT
$16B
$3.81M 0.51%
+107,455
TXT icon
7
Textron
TXT
$15.9B
$1.39M 0.19%
16,000
SNDK
8
Sandisk
SNDK
$214B
– –
-383,561
MDB icon
9
MongoDB
MDB
$24.4B
– –
-3,325
HWM icon
10
Howmet Aerospace
HWM
$109B
– –
-1,160
HD icon
11
Home Depot
HD
$301B
– –
-915
ETN icon
12
Eaton
ETN
$158B
– –
-550