MIC

Maxi Investments CY Portfolio holdings

AUM $479M
1-Year Est. Return 7.94%
This Quarter Est. Return
1 Year Est. Return
+7.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$16M
3
+$15.1M
4
TEAM icon
Atlassian
TEAM
+$9.29M
5
TTD icon
Trade Desk
TTD
+$8.36M

Top Sells

1
+$52.7M
2
+$48.7M
3
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$13.7M
5
AMZN icon
Amazon
AMZN
+$12.8M

Sector Composition

1 Technology 28.4%
2 Consumer Discretionary 10.35%
3 Communication Services 9.26%
4 Healthcare 3.68%
5 Financials 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KWEB icon
51
KraneShares CSI China Internet ETF
KWEB
$8.88B
$1.68M 0.35%
40,000
PANW icon
52
Palo Alto Networks
PANW
$134B
$1.61M 0.33%
7,900
+5,400
QCOM icon
53
Qualcomm
QCOM
$191B
$1.51M 0.31%
9,090
-2,300
KD icon
54
Kyndryl
KD
$6.15B
$1.5M 0.31%
+50,000
MCHP icon
55
Microchip Technology
MCHP
$36.3B
$1.48M 0.31%
+23,000
EPAM icon
56
EPAM Systems
EPAM
$11.6B
$1.46M 0.3%
9,650
-4,765
DMYD
57
DELISTED
dMY Technology Group, Inc. II
DMYD
$1.41M 0.29%
+114,000
WDAY icon
58
Workday
WDAY
$59B
$1.37M 0.29%
+5,700
NNE
59
Nano Nuclear Energy
NNE
$1.78B
$1.37M 0.28%
+35,500
SRAD icon
60
Sportradar
SRAD
$6.84B
$1.36M 0.28%
+50,500
RUN icon
61
Sunrun
RUN
$4.16B
$1.3M 0.27%
+75,200
FCX icon
62
Freeport-McMoran
FCX
$68B
$1.29M 0.27%
+32,800
AMD icon
63
Advanced Micro Devices
AMD
$343B
$1.27M 0.26%
7,824
-69,988
DLO icon
64
dLocal
DLO
$4.16B
$1.24M 0.26%
+87,000
EXPE icon
65
Expedia Group
EXPE
$33.6B
$1.21M 0.25%
+5,660
ORCL icon
66
Oracle
ORCL
$546B
$1.13M 0.24%
4,020
-18,780
TIGR
67
UP Fintech Holding
TIGR
$1.64B
$1.08M 0.22%
+101,000
CLS icon
68
Celestica
CLS
$35.3B
$1.03M 0.22%
+4,200
XBI icon
69
State Street SPDR S&P Biotech ETF
XBI
$7.97B
$1.02M 0.21%
10,200
+4,000
ENB icon
70
Enbridge
ENB
$104B
$1.02M 0.21%
+20,200
MO icon
71
Altria Group
MO
$98.6B
$1.01M 0.21%
+15,300
CMG icon
72
Chipotle Mexican Grill
CMG
$47.8B
$1M 0.21%
25,600
+6,600
DG icon
73
Dollar General
DG
$29.3B
$982K 0.2%
+9,500
EQT icon
74
EQT Corp
EQT
$34.7B
$980K 0.2%
+18,000
CVGW icon
75
Calavo Growers
CVGW
$383M
$927K 0.19%
36,000
+17,000
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