MIC

Maxi Investments CY Portfolio holdings

AUM $479M
1-Year Est. Return 7.94%
This Quarter Est. Return
1 Year Est. Return
+7.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$9.49M
4
AMZN icon
Amazon
AMZN
+$9.19M
5
AAPL icon
Apple
AAPL
+$8.93M

Top Sells

1
+$69.5M
2
+$34.3M
3
+$31.4M
4
GEO icon
The GEO Group
GEO
+$10.5M
5
CSCO icon
Cisco
CSCO
+$8.14M

Sector Composition

1 Technology 48.82%
2 Consumer Discretionary 17.64%
3 Communication Services 10.31%
4 Financials 4.08%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.47%
+43,000
52
$2.31M 0.46%
+32,400
53
$2.3M 0.46%
56,000
+29,900
54
$2.25M 0.45%
+20,900
55
$2.21M 0.44%
121,550
+61,400
56
$2.21M 0.44%
+87,160
57
$2.17M 0.43%
38,250
+32,200
58
$2.17M 0.43%
65,493
+20,918
59
$2.15M 0.43%
12,575
60
$2.13M 0.42%
30,050
-3,493
61
$2.12M 0.42%
+141,480
62
$2.04M 0.41%
128,309
+93,682
63
$2.03M 0.4%
+25,708
64
$1.98M 0.39%
+18,761
65
$1.96M 0.39%
+7,500
66
$1.95M 0.39%
76,812
+53,000
67
$1.89M 0.38%
13,893
+10,218
68
$1.89M 0.38%
23,431
+2,661
69
$1.88M 0.37%
26,025
+16,025
70
$1.85M 0.37%
9,200
+6,595
71
$1.8M 0.36%
200,000
72
$1.75M 0.35%
11,390
+7,900
73
$1.67M 0.33%
+9,797
74
$1.66M 0.33%
40,253
+29,053
75
$1.65M 0.33%
+15,139
1 2
3
4 5