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
$439M
AUM Growth
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.44M
3
+$992K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$595K
5
PLTR icon
Palantir
PLTR
+$505K

Top Sells

1
+$9.07M
2
+$388K
3
+$386K
4
DXCM icon
DexCom
DXCM
+$355K
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$301K

Sector Composition

1 Technology 25.28%
2 Consumer Discretionary 12.85%
3 Financials 9.77%
4 Communication Services 8.17%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 0.78%
38,738
-2,360
27
$3.38M 0.77%
30,951
+491
28
$3.24M 0.74%
51,295
-3,236
29
$3.21M 0.73%
29,708
+189
30
$3.12M 0.71%
46,660
+546
31
$3.11M 0.71%
53,450
+321
32
$3.09M 0.7%
13,774
+291
33
$2.93M 0.67%
8,956
+27
34
$2.89M 0.66%
45,221
-1,250
35
$2.83M 0.64%
38,413
+113
36
$2.82M 0.64%
100,102
-3,996
37
$2.81M 0.64%
27,531
+1,118
38
$2.76M 0.63%
50,319
+3
39
$2.62M 0.6%
44,721
-705
40
$2.59M 0.59%
36,959
-182
41
$2.55M 0.58%
21,321
+221
42
$2.53M 0.58%
5,174
-80
43
$2.5M 0.57%
11,465
+7
44
$2.49M 0.57%
55,053
+771
45
$2.35M 0.54%
5,936
-42
46
$2.3M 0.52%
100,599
-6,306
47
$2.16M 0.49%
41,755
-4,787
48
$2.14M 0.49%
41,819
-1,752
49
$2.12M 0.48%
6,558
+239
50
$2.04M 0.46%
69,257
-1,058
1
2
3 4 5