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
$591M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$33.2M
3
+$30.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.8M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$23M

Top Sells

1
+$44.9M
2
+$22.9M
3
+$17.6M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
AVGO icon
Broadcom
AVGO
+$13.2M

Sector Composition

1 Technology 32.87%
2 Consumer Discretionary 20.53%
3 Communication Services 7.91%
4 Industrials 3.33%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAM icon
51
EPAM Systems
EPAM
$9.89B
$2.55M 0.42%
14,415
-350
BILL icon
52
BILL Holdings
BILL
$5.04B
$2.54M 0.42%
55,000
KHC icon
53
Kraft Heinz
KHC
$29.4B
$2.54M 0.42%
+98,200
XLE icon
54
Energy Select Sector SPDR Fund
XLE
$27.6B
$2.42M 0.4%
+28,500
PALL icon
55
abrdn Physical Palladium Shares ETF
PALL
$657M
$2.26M 0.38%
+22,500
ESTC icon
56
Elastic
ESTC
$9.65B
$2.26M 0.37%
26,775
+12,500
ZBH icon
57
Zimmer Biomet
ZBH
$17.8B
$2.16M 0.36%
+23,700
ADBE icon
58
Adobe
ADBE
$139B
$2.09M 0.35%
+5,400
ENPH icon
59
Enphase Energy
ENPH
$3.75B
$2.08M 0.35%
52,500
LHX icon
60
L3Harris
LHX
$54.1B
$2.02M 0.33%
+8,040
TSCO icon
61
Tractor Supply
TSCO
$29.3B
$2M 0.33%
38,000
-7,000
RTX icon
62
RTX Corp
RTX
$235B
$1.99M 0.33%
+13,620
NOK icon
63
Nokia
NOK
$37.3B
$1.96M 0.32%
377,500
-147,982
CFLT icon
64
Confluent
CFLT
$8.15B
$1.93M 0.32%
77,266
-187,000
QCOM icon
65
Qualcomm
QCOM
$186B
$1.81M 0.3%
11,390
OXY icon
66
Occidental Petroleum
OXY
$42.1B
$1.66M 0.28%
+39,450
FOUR icon
67
Shift4
FOUR
$4.81B
$1.64M 0.27%
+16,568
HAL icon
68
Halliburton
HAL
$23B
$1.6M 0.27%
+78,525
APA icon
69
APA Corp
APA
$8.79B
$1.6M 0.27%
+87,300
NVD icon
70
GraniteShares 2x Short NVDA Daily ETF
NVD
$38.2M
$1.59M 0.26%
+126,000
BA icon
71
Boeing
BA
$148B
$1.59M 0.26%
7,575
-5,000
XOM icon
72
Exxon Mobil
XOM
$503B
$1.55M 0.26%
+14,400
MTCH icon
73
Match Group
MTCH
$7.62B
$1.54M 0.26%
+49,968
KWEB icon
74
KraneShares CSI China Internet ETF
KWEB
$8.78B
$1.37M 0.23%
40,000
IBM icon
75
IBM
IBM
$286B
$1.18M 0.2%
4,000
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3
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