MIC

Maxi Investments CY Portfolio holdings

AUM $591M
1-Year Est. Return 15.21%
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$12.7M
3
+$10.5M
4
META icon
Meta Platforms (Facebook)
META
+$10.5M
5
PYPL icon
PayPal
PYPL
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 34.35%
2 Technology 25.13%
3 Communication Services 15.24%
4 Financials 14.87%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 1.35%
+39,506
27
$2.42M 1.3%
+41,485
28
$2.38M 1.28%
+38,000
29
$2.34M 1.25%
+6,580
30
$2.33M 1.25%
+54,500
31
$2.32M 1.24%
+88,500
32
$2.16M 1.16%
+47,010
33
$2.15M 1.15%
+35,450
34
$2.06M 1.1%
+47,582
35
$1.81M 0.97%
+46,450
36
$1.63M 0.87%
+52,100
37
$1.54M 0.83%
+143,594
38
$1.51M 0.81%
+25,550
39
$1.28M 0.69%
+45,700
40
$1.28M 0.69%
+16,525
41
$1.08M 0.58%
+14,200
42
$1.06M 0.57%
+2,950
43
$932K 0.5%
+10,155
44
$843K 0.45%
+20,104
45
$662K 0.35%
+7,000
46
$625K 0.34%
+5,500
47
$501K 0.27%
+1,970
48
$392K 0.21%
+202,100
49
$382K 0.2%
+3,300
50
$330K 0.18%
+2,684
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