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
$694M
AUM Growth
+$83.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$6.76M
3
+$6.34M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$5.01M
5
NVDA icon
NVIDIA
NVDA
+$3.59M

Top Sells

1
+$4.05M
2
+$2.93M
3
+$2.03M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.78M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.45M

Sector Composition

1 Technology 24.58%
2 Financials 8.92%
3 Consumer Discretionary 8.14%
4 Communication Services 5.57%
5 Healthcare 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.32%
9,052
+688
52
$2.24M 0.32%
23,888
-21
53
$2.24M 0.32%
24,755
-22,508
54
$2.17M 0.31%
15,499
+249
55
$2.14M 0.31%
21,390
-2,125
56
$2.14M 0.31%
3,848
-121
57
$2.1M 0.3%
40,894
-9,939
58
$2.09M 0.3%
20,275
-3,932
59
$2.06M 0.3%
12,154
-257
60
$1.91M 0.28%
3,285
-82
61
$1.89M 0.27%
13,836
-1,416
62
$1.86M 0.27%
2,638
-80
63
$1.84M 0.26%
5,298
-12
64
$1.83M 0.26%
48,758
+178
65
$1.79M 0.26%
10,255
-75
66
$1.75M 0.25%
34,722
-3,433
67
$1.74M 0.25%
22,419
-4,289
68
$1.65M 0.24%
6,312
-234
69
$1.64M 0.24%
9,439
+2
70
$1.6M 0.23%
2,689
71
$1.56M 0.23%
27,276
-4,920
72
$1.55M 0.22%
15,627
-543
73
$1.54M 0.22%
14,870
-93
74
$1.41M 0.2%
34,993
-515
75
$1.38M 0.2%
10,139
-2,447
1 2
3
4 5