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
$518M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$16.2M
3
+$8.67M
4
CSCO icon
Cisco
CSCO
+$8.14M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.61M

Top Sells

1
+$21.2M
2
+$11.4M
3
+$6.97M
4
QCOM icon
Qualcomm
QCOM
+$6.82M
5
ZM icon
Zoom
ZM
+$4.49M

Sector Composition

1 Technology 25.95%
2 Consumer Discretionary 20.38%
3 Communication Services 7.08%
4 Industrials 5.45%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.63%
+14,000
27
$3.06M 0.59%
38,262
28
$2.9M 0.56%
225,000
-71,367
29
$2.86M 0.55%
+82,709
30
$2.81M 0.54%
+130,615
31
$2.73M 0.53%
32,466
+20,014
32
$2.62M 0.51%
19,503
-9,547
33
$2.48M 0.48%
+52,128
34
$2.44M 0.47%
200,000
+50,000
35
$2.4M 0.46%
+10,631
36
$2.36M 0.46%
+33,543
37
$2.23M 0.43%
12,575
+10,000
38
$2.07M 0.4%
+17,834
39
$2.03M 0.39%
+49,053
40
$1.99M 0.38%
+20,770
41
$1.98M 0.38%
+39,100
42
$1.97M 0.38%
+23,000
43
$1.96M 0.38%
5,856
-34,118
44
$1.93M 0.37%
+62,100
45
$1.86M 0.36%
+9,959
46
$1.83M 0.35%
+50,000
47
$1.82M 0.35%
29,600
+5,200
48
$1.79M 0.35%
+75,694
49
$1.77M 0.34%
10,053
-16,751
50
$1.76M 0.34%
+64,125
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