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
$375M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$6.97M
3
+$6.37M
4
AMD icon
Advanced Micro Devices
AMD
+$5.92M
5
ZM icon
Zoom
ZM
+$4.49M

Top Sells

1
+$14.9M
2
+$10.8M
3
+$10.1M
4
GM icon
General Motors
GM
+$8.91M
5
NTAP icon
NetApp
NTAP
+$8.19M

Sector Composition

1 Technology 30.57%
2 Consumer Discretionary 22.03%
3 Communication Services 9.64%
4 Industrials 2.13%
5 Financials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.59%
+86,228
27
$2.11M 0.56%
+200,000
28
$1.96M 0.52%
350,000
-150,000
29
$1.85M 0.49%
280,000
+219,843
30
$1.51M 0.4%
20,104
-17,400
31
$1.37M 0.37%
2,648
-6,639
32
$1.37M 0.37%
5,880
-19,977
33
$1.36M 0.36%
40,000
34
$1.33M 0.35%
8,000
-38,450
35
$1.33M 0.35%
4,887
+1,687
36
$1.31M 0.35%
21,320
-41,118
37
$1.29M 0.34%
12,452
-56,059
38
$1.26M 0.34%
47,010
39
$1.14M 0.3%
3,100
40
$1.13M 0.3%
5,600
+51
41
$995K 0.27%
10,000
-500
42
$985K 0.26%
6,200
-3,782
43
$976K 0.26%
24,400
-5,700
44
$956K 0.26%
+11,300
45
$945K 0.25%
150,000
+50,000
46
$932K 0.25%
14,590
47
$914K 0.24%
+13,000
48
$892K 0.24%
16,680
-17,320
49
$876K 0.23%
+3,085
50
$866K 0.23%
+11,100
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