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
$518M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$16.2M
3
+$8.67M
4
CSCO icon
Cisco
CSCO
+$8.14M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.61M

Top Sells

1
+$21.2M
2
+$11.4M
3
+$6.97M
4
QCOM icon
Qualcomm
QCOM
+$6.82M
5
ZM icon
Zoom
ZM
+$4.49M

Sector Composition

1 Technology 25.95%
2 Consumer Discretionary 20.38%
3 Communication Services 7.08%
4 Industrials 5.45%
5 Financials 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.23%
47,010
77
$1.17M 0.23%
40,000
78
$1.14M 0.22%
10,000
79
$1.13M 0.22%
+26,100
80
$1.13M 0.22%
+16,827
81
$1.11M 0.21%
200,000
-150,000
82
$1.1M 0.21%
+37,800
83
$1.09M 0.21%
+19,000
84
$1.08M 0.21%
14,590
85
$1.06M 0.2%
+50,100
86
$1.04M 0.2%
+7,700
87
$997K 0.19%
+4,299
88
$984K 0.19%
+5,331
89
$981K 0.19%
+4,091
90
$975K 0.19%
+951
91
$973K 0.19%
+52,164
92
$966K 0.19%
3,843
+254
93
$962K 0.19%
+75,700
94
$949K 0.18%
13,074
+7,594
95
$932K 0.18%
6,034
+834
96
$929K 0.18%
+12,500
97
$877K 0.17%
+5,038
98
$812K 0.16%
+195,266
99
$794K 0.15%
4,885
-715
100
$759K 0.15%
38,100
+6,700
2 3
4
5 6