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
$356M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.8M
3
+$8.67M
4
AMD icon
Advanced Micro Devices
AMD
+$6.74M
5
MSFT icon
Microsoft
MSFT
+$5.23M

Top Sells

1
+$21.1M
2
+$2.66M
3
+$1.34M
4
PLTR icon
Palantir
PLTR
+$559K
5
FUTU icon
Futu Holdings
FUTU
+$509K

Sector Composition

1 Consumer Discretionary 25.89%
2 Technology 17.2%
3 Communication Services 6.15%
4 Financials 3.66%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$125M 35.1%
1,262,323
-213,553
2
$23.2M 6.53%
299,427
+220,000
3
$17.5M 4.92%
985,650
4
$13.8M 3.89%
479,020
+300,000
5
$11.9M 3.35%
33,617
+14,542
6
$11.3M 3.19%
420,340
+400,000
7
$11.2M 3.16%
74,033
+33,893
8
$9.82M 2.76%
66,598
+45,698
9
$8.55M 2.4%
32,489
+19,519
10
$7.58M 2.13%
210,476
11
$6.07M 1.71%
41,485
12
$5.23M 1.47%
+13,910
13
$5.18M 1.46%
+144,256
14
$5.18M 1.46%
+36,769
15
$5.18M 1.46%
+49,114
16
$5.17M 1.45%
+75,167
17
$5.17M 1.45%
+142,097
18
$5.16M 1.45%
+35,705
19
$5.16M 1.45%
+26,991
20
$5.16M 1.45%
+147,495
21
$5.16M 1.45%
+102,578
22
$5.15M 1.45%
+67,338
23
$5.15M 1.45%
+75,904
24
$5.12M 1.44%
+420,276
25
$5.11M 1.44%
+8,798
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