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
$356M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.8M
3
+$8.67M
4
AMD icon
Advanced Micro Devices
AMD
+$6.74M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$21.1M
2
+$2.66M
3
+$1.34M
4
PLTR icon
Palantir
PLTR
+$559K
5
FUTU icon
Futu Holdings
FUTU
+$509K

Sector Composition

1 Consumer Discretionary 25.89%
2 Technology 17.2%
3 Communication Services 6.15%
4 Financials 3.66%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 1.27%
73,484
+32,100
27
$2.88M 0.81%
+1,250,000
28
$2.78M 0.78%
154,178
29
$2.16M 0.61%
197,408
30
$2.09M 0.59%
38,262
-9,320
31
$2.04M 0.57%
+70,700
32
$2M 0.56%
+42,500
33
$1.92M 0.54%
24,756
34
$1.82M 0.51%
25,275
35
$1.8M 0.51%
198,950
36
$1.74M 0.49%
47,010
37
$1.57M 0.44%
54,500
38
$1.55M 0.44%
38,000
39
$1.24M 0.35%
20,104
40
$1.23M 0.35%
30,100
41
$1.19M 0.33%
2,440
42
$844K 0.24%
14,590
-6,666
43
$790K 0.22%
16,525
44
$671K 0.19%
2,575
45
$583K 0.16%
3,100
46
$517K 0.15%
4,584
47
$497K 0.14%
226,895
48
$361K 0.1%
21,000
-32,500
49
$304K 0.09%
2,300
50
$296K 0.08%
2,500
1
2
3