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
$170M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.11M
3
+$3.12M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
UPST icon
Upstart Holdings
UPST
+$2.38M

Top Sells

1
+$10.5M
2
+$4.82M
3
+$4.07M
4
ZNGA
ZYNGA INC. CL A COMMON
ZNGA
+$3.06M
5
LMT icon
Lockheed Martin
LMT
+$2.34M

Sector Composition

1 Technology 33.67%
2 Consumer Discretionary 33.14%
3 Communication Services 20.3%
4 Financials 5.67%
5 Industrials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.24%
4,584
+1,900
52
$348K 0.2%
202,100
53
$343K 0.2%
5,545
54
$93K 0.05%
20,000
55
– –
-79,774
56
– –
-6,580
57
– –
-2,950
58
– –
-14,200
59
– –
-48,570
60
– –
-478,950
1 2
3