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
$632M
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$3.37M
3
+$2.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.97M
5
SCHW icon
Charles Schwab
SCHW
+$1.09M

Top Sells

1
+$1.96M
2
+$1.11M
3
+$917K
4
NVDA icon
NVIDIA
NVDA
+$782K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$759K

Sector Composition

1 Technology 25.2%
2 Financials 8.9%
3 Consumer Discretionary 8.51%
4 Communication Services 5.74%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.41M 0.38%
25,960
+104
52
$2.35M 0.37%
69,452
+19,183
53
$2.32M 0.37%
12,543
+50
54
$2.29M 0.36%
39,029
55
$2.12M 0.34%
4,221
-39
56
$2.09M 0.33%
52,752
57
$2.09M 0.33%
15,748
-249
58
$2.07M 0.33%
40,057
-624
59
$2.04M 0.32%
20,748
-933
60
$2.02M 0.32%
23,833
+379
61
$1.96M 0.31%
11,149
+882
62
$1.91M 0.3%
7,306
+538
63
$1.84M 0.29%
15,347
+516
64
$1.82M 0.29%
48,843
-1,773
65
$1.75M 0.28%
11,489
+249
66
$1.69M 0.27%
3,607
+60
67
$1.67M 0.26%
36,919
-857
68
$1.64M 0.26%
5,295
-17
69
$1.64M 0.26%
16,699
+3,598
70
$1.63M 0.26%
12,855
+518
71
$1.63M 0.26%
21,971
-1,192
72
$1.61M 0.25%
51,888
+153
73
$1.58M 0.25%
2,808
74
$1.57M 0.25%
15,690
-354
75
$1.55M 0.24%
9,436
+1
1 2
3
4 5