MIC

Means Investment Company Portfolio holdings

AUM $1.06B
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$3.12M
3
+$2.25M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.44M
5
NEE icon
NextEra Energy
NEE
+$1.24M

Top Sells

1
+$806K
2
+$348K
3
+$278K
4
ZBRA icon
Zebra Technologies
ZBRA
+$224K
5
STT icon
State Street
STT
+$219K

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 14.71%
3 Communication Services 8.1%
4 Financials 8.09%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.04M 0.83%
120,723
-13,828
27
$2.94M 0.81%
38,284
+88
28
$2.83M 0.78%
62,429
+12,697
29
$2.81M 0.77%
13,454
-720
30
$2.78M 0.76%
47,461
+3,382
31
$2.71M 0.75%
26,619
+487
32
$2.69M 0.74%
29,653
+583
33
$2.64M 0.73%
28,474
-175
34
$2.63M 0.72%
5,501
-25
35
$2.56M 0.7%
123,621
-2,432
36
$2.54M 0.7%
52,221
+4,101
37
$2.44M 0.67%
43,779
+1,710
38
$2.35M 0.64%
11,407
-207
39
$2.17M 0.6%
21,192
-386
40
$2.11M 0.58%
37,163
+2,028
41
$1.89M 0.52%
50,750
-1,215
42
$1.85M 0.51%
5,284
-27
43
$1.8M 0.49%
8,951
-270
44
$1.69M 0.46%
45,312
-1,159
45
$1.65M 0.45%
87,020
+65,296
46
$1.58M 0.43%
25,743
-2,606
47
$1.55M 0.43%
5,151
+849
48
$1.55M 0.43%
41,258
+5,724
49
$1.54M 0.42%
11,153
+2,434
50
$1.46M 0.4%
52,745
1
2
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