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
51
$2.35M 0.41%
33,453
+7,376
52
$2.33M 0.41%
79,350
+10,820
53
$2.23M 0.39%
46,276
+11,758
54
$2.22M 0.39%
6,300
+279
55
$2.13M 0.38%
22,768
+193
56
$2.12M 0.37%
73,248
+92
57
$2.11M 0.37%
20,809
-17,546
58
$2.09M 0.37%
14,400
+60
59
$2.04M 0.36%
4,927
+70
60
$2.01M 0.35%
11,561
+161
61
$1.97M 0.35%
26,001
+483
62
$1.93M 0.34%
52,749
+2
63
$1.92M 0.34%
37,192
-1,055
64
$1.85M 0.33%
26,089
+191
65
$1.85M 0.33%
39,000
-1,161
66
$1.84M 0.33%
2,842
+18
67
$1.8M 0.32%
16,606
+481
68
$1.52M 0.27%
2,688
-9
69
$1.52M 0.27%
31,611
+5,491
70
$1.48M 0.26%
7,366
+2,362
71
$1.46M 0.26%
35,713
-2,352
72
$1.45M 0.26%
23,752
-1,084
73
$1.42M 0.25%
24,979
-123
74
$1.42M 0.25%
13,711
+6
75
$1.3M 0.23%
5,043
+38
1 2
3
4 5