MIC
Maxi Investments CY Portfolio holdings
AUM
$479M
1-Year Est. Return
7.94%
This Fund
S&P 500
1 Year Est. Return
+7.94%
AUM
$591M
AUM Growth
+$89.1M
(+18%)
Holding
157
Top Buys
| 1 | +$82.2M | |
| 2 | +$33.2M | |
| 3 | +$30.2M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$24.8M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$23M |
Top Sells
| 1 | +$44.9M | |
| 2 | +$22.9M | |
| 3 | +$17.6M | |
| 4 |
Amazon
AMZN
|
+$16.9M |
| 5 |
Broadcom
AVGO
|
+$13.2M |
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
Zillow
Z
$16.5B
| – | – |
-14,590
|
|
||
152
Certara
CERT
$1.59B
| – | – |
-17,000
|
|
||
153
Celestica
CLS
$35.5B
| – | – |
-25,708
|
|
||
154
Cummins
CMI
$78.9B
| – | – |
-2,981
|
|
||
155
Datadog
DDOG
$47.9B
| – | – |
-13,152
|
|
||
156
KLA
KLAC
$199B
| – | – |
-318
|
|
||
|
XYZ
157
Block Inc
XYZ
$40B
| – | – |
-49,172
|
|