MIC

Means Investment Company Portfolio holdings

AUM $1.16B
1-Year Est. Return 24.07%
This Quarter Est. Return
1 Year Est. Return
+24.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$1.31M
3
+$872K
4
PRU icon
Prudential Financial
PRU
+$641K
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$539K

Top Sells

1
+$16.4M
2
+$627K
3
+$594K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$563K
5
RTX icon
RTX Corp
RTX
+$543K

Sector Composition

1 Technology 25.98%
2 Consumer Discretionary 13.52%
3 Financials 9.19%
4 Healthcare 8.38%
5 Communication Services 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.9%
126,053
+4,385
27
$2.83M 0.89%
14,285
+621
28
$2.66M 0.83%
26,132
+1,327
29
$2.65M 0.83%
28,649
+205
30
$2.58M 0.81%
44,079
+2,151
31
$2.4M 0.75%
49,732
+1,523
32
$2.32M 0.73%
42,069
+1,052
33
$2.29M 0.72%
29,070
+160
34
$2.27M 0.71%
11,087
-36
35
$2.17M 0.68%
51,965
-498
36
$2.09M 0.65%
11,614
+121
37
$2.09M 0.65%
48,120
+1,797
38
$2.07M 0.65%
5,526
-177
39
$2.04M 0.64%
21,578
-516
40
$2.03M 0.63%
46,471
-449
41
$1.95M 0.61%
9,221
-245
42
$1.91M 0.6%
35,135
+39
43
$1.77M 0.55%
5,311
-97
44
$1.68M 0.53%
35,534
-751
45
$1.65M 0.52%
28,349
-5,460
46
$1.52M 0.48%
42,372
-319
47
$1.51M 0.47%
21,724
48
$1.49M 0.47%
52,745
49
$1.48M 0.46%
25,671
-133
50
$1.47M 0.46%
4,302
+304
1
2
3 4 5