MIC

Maxi Investments CY Portfolio holdings

AUM $550M
1-Year Est. Return 0.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.57%
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
+$7.28M
2
+$5.03M
3
+$4.89M
4
TGT icon
Target
TGT
+$4.45M
5
CIEN icon
Ciena
CIEN
+$2.28M

Top Sells

1
+$4.54M
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
– –
-100,000
53
– –
-150,000
1 2
3