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
$244M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.19M
3
+$551K
4
BA icon
Boeing
BA
+$525K
5
AMZN icon
Amazon
AMZN
+$346K

Top Sells

1
+$531K
2
+$486K
3
+$405K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$267K
5
IEP icon
Icahn Enterprises
IEP
+$258K

Sector Composition

1 Technology 19.21%
2 Financials 12.53%
3 Consumer Discretionary 11.48%
4 Healthcare 10.17%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.24%
49,122
+12,982
77
$571K 0.23%
11,172
-473
78
$569K 0.23%
3,356
+6
79
$564K 0.23%
13,111
-26
80
$562K 0.23%
10,891
+85
81
$557K 0.23%
7,492
-3,471
82
$534K 0.22%
9,729
+122
83
$474K 0.19%
12,221
+185
84
$449K 0.18%
1,642
-58
85
$442K 0.18%
6,980
+303
86
$429K 0.18%
25,565
+57
87
$425K 0.17%
7,676
-44
88
$422K 0.17%
8,475
+245
89
$419K 0.17%
3,995
+36
90
$418K 0.17%
5,668
-136
91
$417K 0.17%
7,603
+17
92
$410K 0.17%
4,192
-171
93
$410K 0.17%
3,765
+67
94
$397K 0.16%
4,176
+30
95
$392K 0.16%
9,481
-1,011
96
$387K 0.16%
9,090
-465
97
$362K 0.15%
2,540
98
$356K 0.15%
1,192
-47
99
$356K 0.15%
30,000
-2,772
100
$354K 0.15%
6,051
-11
2 3
4
5 6