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
51
$1.87M 0.42%
25,035
+274
52
$1.81M 0.41%
25,782
+6
53
$1.77M 0.4%
52,745
54
$1.71M 0.39%
25,914
+29
55
$1.69M 0.38%
35,304
-429
56
$1.66M 0.38%
21,950
+194
57
$1.6M 0.37%
11,345
+35
58
$1.59M 0.36%
2,111
+146
59
$1.52M 0.35%
4,087
+137
60
$1.47M 0.34%
16,164
+79
61
$1.47M 0.33%
6,388
+1,336
62
$1.44M 0.33%
39,802
+691
63
$1.42M 0.32%
12,049
+575
64
$1.42M 0.32%
4,642
+11
65
$1.38M 0.31%
13,380
+40
66
$1.37M 0.31%
24,206
+60
67
$1.32M 0.3%
5,919
+4,455
68
$1.31M 0.3%
23,433
-1,685
69
$1.28M 0.29%
25,083
+11,633
70
$1.28M 0.29%
2,685
-56
71
$1.25M 0.28%
2,503
+73
72
$1.11M 0.25%
14,421
+7
73
$1.06M 0.24%
52,178
+4,152
74
$1.01M 0.23%
7,932
+140
75
$995K 0.23%
19,820
-1,888
1 2
3
4 5