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
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$12.7M
3 +$10.5M
4
META icon
Meta Platforms (Facebook)
META
+$10.5M
5
PYPL icon
PayPal
PYPL
+$8.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 34.35%
2 Technology 25.13%
3 Communication Services 15.24%
4 Financials 14.87%
5 Industrials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$321K 0.17%
+5,545
52
$310K 0.17%
+2,050
53
$100K 0.05%
+20,000