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
$170M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.11M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
UPST icon
Upstart Holdings
UPST
+$2.38M

Top Sells

1
+$10.5M
2
+$4.82M
3
+$4.07M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$3.06M
5
LMT icon
Lockheed Martin
LMT
+$2.34M

Sector Composition

1 Technology 33.67%
2 Consumer Discretionary 33.14%
3 Communication Services 20.3%
4 Financials 5.67%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.34%
+28,300
27
$2.27M 1.33%
47,010
28
$2.24M 1.32%
10,570
+8,600
29
$2.19M 1.29%
226,895
30
$2.01M 1.18%
38,000
31
$1.95M 1.14%
39,506
32
$1.84M 1.08%
52,100
33
$1.84M 1.08%
46,450
34
$1.8M 1.06%
154,178
35
$1.78M 1.05%
308,094
36
$1.77M 1.04%
88,500
37
$1.75M 1.03%
+16,000
38
$1.66M 0.98%
41,485
39
$1.55M 0.91%
47,582
40
$1.04M 0.61%
25,550
41
$986K 0.58%
5,150
-21,250
42
$965K 0.57%
143,594
43
$905K 0.53%
16,525
44
$732K 0.43%
10,155
45
$717K 0.42%
20,104
46
$706K 0.41%
7,000
47
$634K 0.37%
45,700
48
$490K 0.29%
3,300
49
$468K 0.27%
+3,100
50
$418K 0.25%
5,500
1
2
3