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
$375M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$61.9M
2
+$6.97M
3
+$6.37M
4
AMD icon
Advanced Micro Devices
AMD
+$5.92M
5
ZM icon
Zoom
ZM
+$4.49M

Top Sells

1
+$14.9M
2
+$10.8M
3
+$10.1M
4
GM icon
General Motors
GM
+$8.91M
5
NTAP icon
NetApp
NTAP
+$8.19M

Sector Composition

1 Technology 30.57%
2 Consumer Discretionary 22.03%
3 Communication Services 9.64%
4 Industrials 2.13%
5 Financials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-6,200
100
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-475,590
2 3
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5 6