MIC

Maxi Investments CY Portfolio holdings

AUM $550M
1-Year Est. Return 0.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.57%
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
+$82.1M
2
+$34.6M
3
+$24.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.5M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$20.7M

Top Sells

1
+$40.5M
2
+$20M
3
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.2M
5
LYFT icon
Lyft
LYFT
+$10.5M

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
51
$2.55M 0.43%
14,415
-350
52
$2.54M 0.43%
55,000
53
$2.54M 0.43%
+98,200
54
$2.42M 0.41%
+57,000
55
$2.26M 0.38%
+22,500
56
$2.26M 0.38%
26,775
+12,500
57
$2.16M 0.37%
+23,700
58
$2.09M 0.35%
+5,400
59
$2.08M 0.35%
52,500
60
$2.02M 0.34%
+8,040
61
$2M 0.34%
38,000
-7,000
62
$1.99M 0.34%
+13,620
63
$1.96M 0.33%
377,500
-147,982
64
$1.93M 0.33%
77,266
-187,000
65
$1.81M 0.31%
11,390
66
$1.66M 0.28%
+39,450
67
$1.64M 0.28%
+16,568
68
$1.6M 0.27%
+78,525
69
$1.6M 0.27%
+87,300
70
$1.59M 0.27%
+126,000
71
$1.59M 0.27%
7,575
-5,000
72
$1.55M 0.26%
+14,400
73
$1.54M 0.26%
+49,968
74
$1.37M 0.23%
40,000
75
$1.18M 0.2%
4,000
1 2
3
4 5