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
$569M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.98M
3
+$3.65M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.39M
5
SCHW icon
Charles Schwab
SCHW
+$1.42M

Top Sells

1
+$2.38M
2
+$1.35M
3
+$1.33M
4
INTC icon
Intel
INTC
+$847K
5
VT icon
Vanguard Total World Stock ETF
VT
+$321K

Sector Composition

1 Technology 23.82%
2 Financials 9.38%
3 Consumer Discretionary 8.3%
4 Healthcare 6.05%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.19M 0.38%
52,752
+1
52
$2.18M 0.38%
5,319
+7
53
$2.14M 0.38%
39,029
-1,493
54
$2.13M 0.37%
4,260
-87
55
$2.13M 0.37%
40,681
-53
56
$2.07M 0.36%
15,997
+1,509
57
$2.03M 0.36%
21,681
-244
58
$1.97M 0.35%
50,616
+3,285
59
$1.97M 0.35%
74,364
+45
60
$1.87M 0.33%
51,735
+1,106
61
$1.84M 0.32%
23,454
+78
62
$1.79M 0.31%
23,163
-34
63
$1.76M 0.31%
43,096
-957
64
$1.69M 0.3%
50,269
+16,805
65
$1.69M 0.3%
37,776
-1,106
66
$1.68M 0.3%
48,682
+38
67
$1.59M 0.28%
12,337
+549
68
$1.59M 0.28%
16,044
-540
69
$1.58M 0.28%
10,267
+726
70
$1.57M 0.28%
5,312
+20
71
$1.54M 0.27%
14,831
+64
72
$1.5M 0.26%
24,223
-244
73
$1.48M 0.26%
11,240
+5,640
74
$1.46M 0.26%
9,435
+1
75
$1.45M 0.25%
14,809
+93
1 2
3
4 5