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
$500M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.69M
3 +$1.52M
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.15M
5
SNOW icon
Snowflake
SNOW
+$971K

Top Sells

1 +$1.73M
2 +$352K
3 +$268K
4
INTC icon
Intel
INTC
+$261K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$231K

Sector Composition

1 Technology 25.73%
2 Consumer Discretionary 12.79%
3 Financials 9.66%
4 Communication Services 8.07%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.78M 0.76%
38,168
-570
27
$3.51M 0.7%
31,415
+464
28
$3.5M 0.7%
25,947
+47
29
$3.41M 0.68%
51,000
-295
30
$3.38M 0.68%
8,905
-51
31
$3.37M 0.67%
29,934
+226
32
$3.27M 0.65%
14,151
+377
33
$3.19M 0.64%
5,054
-120
34
$3.02M 0.6%
53,836
+386
35
$2.89M 0.58%
28,343
+812
36
$2.85M 0.57%
36,703
-1,710
37
$2.84M 0.57%
98,686
-1,416
38
$2.84M 0.57%
45,478
+757
39
$2.81M 0.56%
36,122
-837
40
$2.79M 0.56%
7,680
+1,122
41
$2.77M 0.55%
58,980
+3,927
42
$2.75M 0.55%
11,240
-225
43
$2.75M 0.55%
21,285
-36
44
$2.7M 0.54%
6,305
+369
45
$2.64M 0.53%
50,119
-200
46
$2.52M 0.5%
10,406
+4,018
47
$2.5M 0.5%
2,854
+743
48
$2.42M 0.48%
24,893
-142
49
$2.3M 0.46%
43,410
+1,655
50
$2.28M 0.46%
40,577
-4,644