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
$140M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.83M
2 +$4.81M
3 +$4.47M
4
TGT icon
Target
TGT
+$3.96M
5
ARRY icon
Array Technologies
ARRY
+$2.26M

Top Sells

1 +$4.61M
2 +$3.84M
3 +$1.91M
4
MO icon
Altria Group
MO
+$1.78M
5
BAK icon
Braskem
BAK
+$770K

Sector Composition

1 Consumer Discretionary 48.28%
2 Technology 17.97%
3 Communication Services 9.74%
4 Industrials 7.71%
5 Healthcare 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-40,000
52
-300,000
53
-10,000