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
$591M
AUM Growth
+$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$82.1M
2
+$34.6M
3
+$24.7M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$24.5M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$20.7M

Top Sells

1
+$40.5M
2
+$20M
3
+$17.6M
4
AMZN icon
Amazon
AMZN
+$15.2M
5
LYFT icon
Lyft
LYFT
+$10.5M

Sector Composition

1 Technology 32.87%
2 Consumer Discretionary 20.53%
3 Communication Services 7.91%
4 Industrials 3.33%
5 Energy 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-38,262
152
– –
-46,833
153
– –
-259,934
154
– –
-141,480
155
– –
-200,000
156
– –
-318
157
– –
-49,172
3 4 5 6
7