MIC

Maxi Investments CY Portfolio holdings

AUM $550M
1-Year Est. Return 0.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.57%
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
+$59.9M
2
+$7.43M
3
+$5.48M
4
BABA icon
Alibaba
BABA
+$4.91M
5
ZM icon
Zoom
ZM
+$4.02M

Top Sells

1
+$14.6M
2
+$10.1M
3
+$9.67M
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
126
– –
-3,182
127
– –
-9,500
128
– –
-16,120
2 3 4 5
6