We are live on ! Find out more
MIC

Maxi Investments CY Portfolio holdings

AUM $458M
1-Year Est. Return 0.99%
This Fund
S&P 500
This Quarter Est. Return
+4.85%
1 Year Est. Return
+0.99%
3 Year Est. Return
+24.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$518M
AUM Growth
+$144M
Cap. Flow
+$143M
Cap. Flow %
27.51%
Top 10 Hldgs %
55.15%
Holding
163
New
88
Increased
22
Reduced
22
Closed
21

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$49.1M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.1M
3
BABA icon
Alibaba
BABA
+$9.66M
4
CSCO icon
Cisco
CSCO
+$7.85M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.53M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$20.9M
2
CRM icon
Salesforce
CRM
+$10.9M
3
QCOM icon
Qualcomm
QCOM
+$7.27M
4
SNAP icon
Snap
SNAP
+$6.97M
5
ZM icon
Zoom
ZM
+$4.49M

Sector Composition

Rank Sector Weight
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
ACN icon
51
Accenture
ACN
$108B
$1.76M 0.34%
+5,007
New +$1.8M
CTSH icon
52
Cognizant
CTSH
$26B
$1.75M 0.34%
+22,791
New +$1.78M
GDX icon
53
VanEck Gold Miners ETF
GDX
$27.4B
$1.75M 0.34%
+51,700
New +$1.98M
FLEX icon
54
Flex
FLEX
$44.8B
$1.71M 0.33%
+44,575
New +$1.65M
PYPL icon
55
PayPal
PYPL
$50.5B
$1.68M 0.32%
19,625
+8,525
+77% +$717K
COHR icon
56
Coherent
COHR
$74.2B
$1.64M 0.32%
+17,308
New +$1.73M
JOBY icon
57
Joby Aviation
JOBY
$8.55B
$1.63M 0.31%
+200,000
New +$1.33M
CIEN icon
58
Ciena
CIEN
$58.4B
$1.6M 0.31%
18,920
-2,400
-11% -$172K
BMY icon
59
Bristol-Myers Squibb
BMY
$132B
$1.6M 0.31%
+28,340
New +$1.58M
TMF icon
60
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.18B
$1.59M 0.31%
+39,750
New +$1.89M
MRVL icon
61
Marvell Technology
MRVL
$196B
$1.57M 0.3%
14,251
+7,651
+116% +$710K
JEF icon
62
Jefferies Financial Group
JEF
$13.1B
$1.57M 0.3%
+19,984
New +$1.44M
NEE icon
63
NextEra Energy
NEE
$177B
$1.53M 0.29%
+21,300
New +$1.65M
NOK icon
64
Nokia
NOK
$52.3B
$1.48M 0.28%
+333,419
New +$1.49M
ANF icon
65
Abercrombie & Fitch
ANF
$5B
$1.47M 0.28%
+9,829
New +$1.44M
SBUX icon
66
Starbucks
SBUX
$120B
$1.4M 0.27%
+15,300
New +$1.48M
SPOT icon
67
Spotify
SPOT
$100B
$1.39M 0.27%
3,100
– –
DHR icon
68
Danaher
DHR
$144B
$1.35M 0.26%
+5,857
New +$1.44M
S icon
69
SentinelOne
S
$7.34B
$1.33M 0.26%
+60,150
New +$1.53M
AES icon
70
AES
AES
$10.5B
$1.29M 0.25%
+100,170
New +$1.5M
SMCI icon
71
Super Micro Computer
SMCI
$20.1B
$1.25M 0.24%
41,094
+38,594
+1,544% +$1.4M
BILL icon
72
BILL Holdings
BILL
$4.78B
$1.24M 0.24%
+14,585
New +$1.09M
DBX icon
73
Dropbox
DBX
$8.12B
$1.23M 0.24%
41,004
-45,224
-52% -$1.25M
GE icon
74
GE Aerospace
GE
$384B
$1.2M 0.23%
+7,200
New +$1.28M
XBI icon
75
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$1.19M 0.23%
+13,234
New +$1.28M
1 2
3
4 5

Similar funds

OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
UAM
UAS Asset Management New York $458M AUM 14.11% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
PIN
Prudent Investors Network Lake Forest, California $459M AUM 9.48% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Maxi Investments CY's Q4 2024 Portfolio in Review

As of Q4 2024, Maxi Investments CY held 163 positions worth $518M, up 38% from $375M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Maxi Investments CY deployed $143M of net new capital in Q4 2024, opening 88 new positions and adding to 22 existing holdings. Its largest new stake was iShares 0-3 Month Treasury Bond ETF: 489,150 shares worth $49.1M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 31% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $20.9M trimmed.

  • Maxi Investments CY's largest Q4 2024 buy was iShares 0-3 Month Treasury Bond ETF: 489,150 shares worth $49.1M.
  • Maxi Investments CY added most to iShares 20+ Year Treasury Bond ETF in Q4 2024, an estimated $17.1M increase.
  • Maxi Investments CY's biggest Q4 2024 reduction was Invesco QQQ Trust, cutting an estimated $20.9M.
  • Maxi Investments CY fully exited Snap in Q4 2024, selling an estimated $6.97M.
  • Maxi Investments CY's ten largest holdings make up 55% of its $518M portfolio in Q4 2024.
  • Maxi Investments CY opened 88 new positions and closed 21 in Q4 2024.
  • Maxi Investments CY's portfolio value rose 38% quarter-over-quarter to $518M.

Based on Maxi Investments CY's 13F filing for Q4 2024, filed 10 Feb 2025.