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
$562M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$2.96M
3
+$2.82M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.63M

Top Sells

1
+$7.27M
2
+$1.78M
3
+$966K
4
DKNG icon
DraftKings
DKNG
+$599K
5
ROKU icon
Roku
ROKU
+$421K

Sector Composition

1 Technology 28.16%
2 Consumer Discretionary 11.62%
3 Financials 9.54%
4 Communication Services 7.45%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 0.72%
29,969
+80
27
$3.91M 0.69%
32,938
-1,517
28
$3.76M 0.66%
39,608
-24
29
$3.73M 0.66%
11,014
-355
30
$3.72M 0.66%
31,819
+118
31
$3.7M 0.65%
58,536
+9,585
32
$3.62M 0.64%
13,515
+92
33
$3.62M 0.64%
9,343
+895
34
$3.43M 0.61%
8,961
+52
35
$3.37M 0.59%
54,024
+303
36
$3.19M 0.56%
4,847
-103
37
$3.19M 0.56%
48,128
+1,429
38
$3.17M 0.56%
24,469
+171
39
$3.16M 0.56%
3,455
+256
40
$3.15M 0.56%
36,073
-54
41
$2.92M 0.52%
6,159
-94
42
$2.9M 0.51%
60,153
+1,230
43
$2.6M 0.46%
33,917
-1,760
44
$2.56M 0.45%
49,017
-96
45
$2.53M 0.45%
39,936
-3,277
46
$2.51M 0.44%
21,405
+76
47
$2.51M 0.44%
11,100
-138
48
$2.49M 0.44%
47,974
-5,684
49
$2.49M 0.44%
42,168
-43
50
$2.35M 0.42%
4,679
+43
1
2
3 4 5