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
$106M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.1M
3
+$1.6M
4
BAK icon
Braskem
BAK
+$920K
5
TSLA icon
Tesla
TSLA
+$370K

Top Sells

1
+$8.41M
2
+$6.99M
3
+$3.86M
4
MOS icon
The Mosaic Company
MOS
+$2.9M
5
NEM icon
Newmont
NEM
+$2.73M

Sector Composition

1 Consumer Discretionary 43.96%
2 Technology 20.28%
3 Communication Services 10.35%
4 Energy 7.49%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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54
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55
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56
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58
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59
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60
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61
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62
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63
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-100,000
64
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-45,700
1 2
3