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
101
$748K 0.14%
1,957
-2,930
102
$722K 0.14%
+11,051
103
$719K 0.14%
29,973
+14,973
104
$698K 0.13%
3,000
+1,290
105
$686K 0.13%
3,840
106
$684K 0.13%
+9,851
107
$681K 0.13%
+1,083
108
$656K 0.13%
+34,627
109
$656K 0.13%
3,500
+1,000
110
$652K 0.13%
+4,557
111
$628K 0.12%
+3,292
112
$627K 0.12%
+77,830
113
$621K 0.12%
+4,558
114
$611K 0.12%
+46,154
115
$586K 0.11%
+16,798
116
$583K 0.11%
+2,605
117
$576K 0.11%
+11,200
118
$570K 0.11%
+11,800
119
$569K 0.11%
+13,000
120
$550K 0.11%
+17,756
121
$536K 0.1%
3,490
-44,436
122
$529K 0.1%
+3,675
123
$511K 0.1%
25,487
-10,618
124
$511K 0.1%
+50,595
125
$504K 0.1%
+23,812
3 4
5
6 7