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
$371M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$7.8M
3
+$7.78M
4
RIG icon
Transocean
RIG
+$7.54M
5
GEO icon
The GEO Group
GEO
+$7.06M

Top Sells

1
+$61.7M
2
+$9.98M
3
+$8.28M
4
BABA icon
Alibaba
BABA
+$7.96M
5
SCHW icon
Charles Schwab
SCHW
+$5.17M

Sector Composition

1 Technology 33.43%
2 Consumer Discretionary 22.77%
3 Communication Services 10.68%
4 Industrials 7.16%
5 Energy 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$801K 0.21%
+8,595
77
$800K 0.21%
+14,007
78
$791K 0.21%
+6,223
79
$791K 0.21%
+4,130
80
$784K 0.21%
+1,277
81
$784K 0.21%
+2,872
82
$779K 0.21%
+9,075
83
$775K 0.21%
+3,636
84
$774K 0.21%
+13,318
85
$770K 0.21%
+8,150
86
$744K 0.2%
+3,069
87
$719K 0.19%
+982
88
$712K 0.19%
14,590
89
$652K 0.17%
+10,000
90
$636K 0.17%
16,525
91
$556K 0.15%
+1,955
92
$508K 0.14%
+20,000
93
$497K 0.13%
2,575
94
$460K 0.12%
4,584
95
$457K 0.12%
+3,220
96
$447K 0.12%
+783
97
$407K 0.11%
+626
98
$381K 0.1%
226,895
99
$366K 0.1%
+2,642
100
$364K 0.1%
+8,400
1 2 3
4
5