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
51
$1.75M 0.4%
24,761
+3,372
52
$1.71M 0.39%
70,315
+5,438
53
$1.61M 0.37%
52,745
54
$1.53M 0.35%
11,310
+157
55
$1.51M 0.34%
5,052
+3,003
56
$1.45M 0.33%
2,430
+236
57
$1.42M 0.32%
1,965
+320
58
$1.42M 0.32%
35,733
-1,319
59
$1.39M 0.32%
13,340
+1,100
60
$1.39M 0.32%
24,146
+1,343
61
$1.36M 0.31%
11,474
+763
62
$1.36M 0.31%
2,741
+117
63
$1.35M 0.31%
39,111
+1,969
64
$1.32M 0.3%
3,950
+353
65
$1.31M 0.3%
16,085
+743
66
$1.28M 0.29%
4,631
+236
67
$1.25M 0.29%
25,118
-1,146
68
$1.09M 0.25%
21,708
-2,768
69
$1.08M 0.25%
70,560
+16,000
70
$1.04M 0.24%
14,414
+7
71
$955K 0.22%
41,998
-1,400
72
$940K 0.21%
3,668
+337
73
$916K 0.21%
41,263
+2,047
74
$901K 0.21%
7,792
-113
75
$871K 0.2%
17,324
+155
1 2
3
4 5