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
$438M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.6M
3
+$1.56M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$5.48M
2
+$968K
3
+$443K
4
T icon
AT&T
T
+$362K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$331K

Sector Composition

1 Technology 27.13%
2 Consumer Discretionary 13.21%
3 Financials 8.99%
4 Communication Services 7.87%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 0.75%
54,531
+76
27
$3.22M 0.74%
30,460
+807
28
$3.06M 0.7%
29,519
+1,045
29
$2.9M 0.66%
53,129
+5,668
30
$2.89M 0.66%
13,483
-1,099
31
$2.82M 0.64%
46,471
-15,958
32
$2.78M 0.63%
5,254
-247
33
$2.77M 0.63%
104,098
-16,625
34
$2.76M 0.63%
11,458
+51
35
$2.73M 0.62%
38,300
+16
36
$2.7M 0.62%
8,929
-22
37
$2.7M 0.62%
21,100
-92
38
$2.7M 0.61%
26,413
-206
39
$2.61M 0.59%
54,282
+2,061
40
$2.53M 0.58%
45,426
+1,647
41
$2.52M 0.58%
50,316
-434
42
$2.34M 0.53%
5,978
+694
43
$2.33M 0.53%
37,141
-22
44
$2.32M 0.53%
106,905
-16,716
45
$2.21M 0.5%
46,542
+5,284
46
$1.89M 0.43%
6,319
+1,168
47
$1.89M 0.43%
43,571
-1,741
48
$1.85M 0.42%
25,776
+33
49
$1.83M 0.42%
21,756
-65,264
50
$1.79M 0.41%
25,885
+214
1
2
3 4 5