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
$371M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$7.8M
3
+$7.78M
4
RIG icon
Transocean
RIG
+$7.54M
5
GEO icon
The GEO Group
GEO
+$7.06M

Top Sells

1
+$61.7M
2
+$9.98M
3
+$8.28M
4
BABA icon
Alibaba
BABA
+$7.96M
5
SCHW icon
Charles Schwab
SCHW
+$5.17M

Sector Composition

1 Technology 33.43%
2 Consumer Discretionary 22.77%
3 Communication Services 10.68%
4 Industrials 7.16%
5 Energy 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.74M 1.27%
+150,000
27
$3.14M 0.84%
46,884
-26,600
28
$3M 0.8%
+1,000,000
29
$2.81M 0.75%
+21,210
30
$2.81M 0.75%
+250,000
31
$2.56M 0.69%
154,178
32
$2.19M 0.59%
3,606
+1,166
33
$2.17M 0.58%
+4,303
34
$2.12M 0.57%
+5,921
35
$2.09M 0.56%
24,756
36
$2.07M 0.56%
38,262
37
$2.07M 0.55%
+21,270
38
$2.03M 0.54%
+38,719
39
$2.01M 0.54%
+22,280
40
$1.79M 0.48%
197,408
41
$1.59M 0.43%
54,500
42
$1.55M 0.41%
20,104
43
$1.51M 0.4%
38,000
44
$1.49M 0.4%
+8,682
45
$1.41M 0.38%
+17,206
46
$1.33M 0.36%
+26,990
47
$1.31M 0.35%
+25,167
48
$1.24M 0.33%
+113,044
49
$1.23M 0.33%
+11,699
50
$1.23M 0.33%
+7,263
1
2
3 4 5