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
$371M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$7.8M
3
+$7.78M
4
RIG icon
Transocean
RIG
+$7.54M
5
GEO icon
The GEO Group
GEO
+$7.06M

Top Sells

1
+$61.7M
2
+$9.98M
3
+$8.28M
4
BABA icon
Alibaba
BABA
+$7.96M
5
SCHW icon
Charles Schwab
SCHW
+$5.17M

Sector Composition

1 Technology 33.43%
2 Consumer Discretionary 22.77%
3 Communication Services 10.68%
4 Industrials 7.16%
5 Energy 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.33%
+45,670
52
$1.18M 0.32%
47,010
53
$1.12M 0.3%
+6,439
54
$1.11M 0.3%
+18,268
55
$1.09M 0.29%
+15,424
56
$1.05M 0.28%
40,000
-380,340
57
$1.03M 0.28%
+32,020
58
$1.02M 0.27%
+20,000
59
$897K 0.24%
+60,157
60
$895K 0.24%
198,950
61
$887K 0.24%
+1,157
62
$866K 0.23%
+49,967
63
$863K 0.23%
+20,413
64
$847K 0.23%
7,000
+4,700
65
$842K 0.23%
+36,411
66
$833K 0.22%
+2,272
67
$832K 0.22%
+1,927
68
$827K 0.22%
+3,182
69
$826K 0.22%
+1,146
70
$818K 0.22%
3,100
71
$817K 0.22%
+8,331
72
$815K 0.22%
+1,964
73
$813K 0.22%
+2,600
74
$812K 0.22%
+17,454
75
$809K 0.22%
30,100
1 2
3
4 5