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
$502M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$15.5M
3
+$9.49M
4
AMZN icon
Amazon
AMZN
+$9.19M
5
AAPL icon
Apple
AAPL
+$8.93M

Top Sells

1
+$69.5M
2
+$34.3M
3
+$31.4M
4
GEO icon
The GEO Group
GEO
+$10.5M
5
CSCO icon
Cisco
CSCO
+$8.14M

Sector Composition

1 Technology 48.82%
2 Consumer Discretionary 17.64%
3 Communication Services 10.31%
4 Financials 4.08%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.33%
+2,073
77
$1.52M 0.3%
67,017
+41,530
78
$1.48M 0.3%
143,889
+68,189
79
$1.41M 0.28%
9,100
-8,345
80
$1.4M 0.28%
40,000
81
$1.3M 0.26%
+13,152
82
$1.29M 0.26%
+11,457
83
$1.28M 0.25%
+2,234
84
$1.27M 0.25%
14,275
+11,275
85
$1.2M 0.24%
200,000
86
$1.19M 0.24%
11,400
+3,700
87
$1.18M 0.23%
+259,934
88
$1.12M 0.22%
24,400
-5,200
89
$1.08M 0.22%
15,347
+2,847
90
$1.01M 0.2%
+265
91
$1M 0.2%
+47,400
92
$1M 0.2%
14,590
93
$995K 0.2%
+4,000
94
$972K 0.19%
6,700
+1,815
95
$957K 0.19%
+48,500
96
$935K 0.19%
+12,000
97
$934K 0.19%
2,981
+1,600
98
$921K 0.18%
17,200
-2,784
99
$911K 0.18%
+8,535
100
$876K 0.17%
47,010
2 3
4
5 6