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
$518M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$16.2M
3
+$8.67M
4
CSCO icon
Cisco
CSCO
+$8.14M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.61M

Top Sells

1
+$21.2M
2
+$11.4M
3
+$6.97M
4
QCOM icon
Qualcomm
QCOM
+$6.82M
5
ZM icon
Zoom
ZM
+$4.49M

Sector Composition

1 Technology 25.95%
2 Consumer Discretionary 20.38%
3 Communication Services 7.08%
4 Industrials 5.45%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.34%
+5,007
52
$1.75M 0.34%
+22,791
53
$1.75M 0.34%
+51,700
54
$1.71M 0.33%
+44,575
55
$1.68M 0.32%
19,625
+8,525
56
$1.64M 0.32%
+17,308
57
$1.63M 0.31%
+200,000
58
$1.6M 0.31%
18,920
-2,400
59
$1.6M 0.31%
+28,340
60
$1.59M 0.31%
+39,750
61
$1.57M 0.3%
14,251
+7,651
62
$1.57M 0.3%
+19,984
63
$1.53M 0.29%
+21,300
64
$1.48M 0.28%
+333,419
65
$1.47M 0.28%
+9,829
66
$1.4M 0.27%
+15,300
67
$1.39M 0.27%
3,100
68
$1.35M 0.26%
+5,857
69
$1.33M 0.26%
+60,150
70
$1.29M 0.25%
+100,170
71
$1.25M 0.24%
41,094
+38,594
72
$1.24M 0.24%
+14,585
73
$1.23M 0.24%
41,004
-45,224
74
$1.2M 0.23%
+7,200
75
$1.19M 0.23%
+13,234
1 2
3
4 5