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
$438M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.6M
3
+$1.56M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$5.48M
2
+$968K
3
+$443K
4
T icon
AT&T
T
+$362K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$331K

Sector Composition

1 Technology 27.13%
2 Consumer Discretionary 13.21%
3 Financials 8.99%
4 Communication Services 7.87%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$850K 0.19%
+8,615
77
$833K 0.19%
+13,450
78
$820K 0.19%
18,334
+553
79
$810K 0.18%
14,530
-550
80
$806K 0.18%
4,746
+817
81
$797K 0.18%
14,976
+233
82
$793K 0.18%
48,026
+8,253
83
$788K 0.18%
4,487
+182
84
$771K 0.18%
6,124
-28
85
$757K 0.17%
8,215
+30
86
$723K 0.16%
2
87
$696K 0.16%
1,609
+567
88
$692K 0.16%
6,294
+545
89
$634K 0.14%
9,462
+24
90
$622K 0.14%
3,068
+749
91
$613K 0.14%
1,562
+6
92
$607K 0.14%
2,129
93
$582K 0.13%
2,480
+15
94
$575K 0.13%
1,720
+754
95
$561K 0.13%
10,225
+5
96
$547K 0.12%
2,328
+265
97
$534K 0.12%
12,128
+31
98
$534K 0.12%
+2,533
99
$531K 0.12%
1,548
+4
100
$525K 0.12%
1,671
+1
2 3
4
5 6