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
$375M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$6.97M
3
+$6.37M
4
AMD icon
Advanced Micro Devices
AMD
+$5.92M
5
ZM icon
Zoom
ZM
+$4.49M

Top Sells

1
+$14.9M
2
+$10.8M
3
+$10.1M
4
GM icon
General Motors
GM
+$8.91M
5
NTAP icon
NetApp
NTAP
+$8.19M

Sector Composition

1 Technology 30.57%
2 Consumer Discretionary 22.03%
3 Communication Services 9.64%
4 Industrials 2.13%
5 Financials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.23%
36,105
+3,675
52
$822K 0.22%
200,000
+100,000
53
$791K 0.21%
7,000
54
$790K 0.21%
+3,589
55
$786K 0.21%
+4,377
56
$744K 0.2%
20,000
57
$656K 0.18%
3,840
-14,804
58
$618K 0.16%
+3,000
59
$597K 0.16%
5,200
-6,722
60
$516K 0.14%
2,500
-8,589
61
$503K 0.13%
1,560
-4,160
62
$476K 0.13%
6,600
-8,850
63
$462K 0.12%
1,710
-7,656
64
$453K 0.12%
+12,000
65
$449K 0.12%
5,480
-5,570
66
$430K 0.11%
+31,400
67
$410K 0.11%
5,650
-7,850
68
$405K 0.11%
+14,000
69
$392K 0.1%
2,575
70
$385K 0.1%
+15,000
71
$352K 0.09%
4,584
-8,400
72
$231K 0.06%
2,400
-8,700
73
$177K 0.05%
+4,444
74
$113K 0.03%
+5,000
75
$104K 0.03%
2,500
-4,000
1 2
3
4 5