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
$439M
AUM Growth
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.44M
3
+$992K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$595K
5
PLTR icon
Palantir
PLTR
+$505K

Top Sells

1
+$9.07M
2
+$388K
3
+$386K
4
DXCM icon
DexCom
DXCM
+$355K
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$301K

Sector Composition

1 Technology 25.28%
2 Consumer Discretionary 12.85%
3 Financials 9.77%
4 Communication Services 8.17%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$975K 0.22%
11,616
+3,001
77
$958K 0.22%
71,720
+1,160
78
$919K 0.21%
19,389
+1,055
79
$913K 0.21%
17,324
80
$884K 0.2%
3,471
+938
81
$882K 0.2%
4,636
+149
82
$878K 0.2%
38,158
-3,840
83
$821K 0.19%
10,225
84
$818K 0.19%
41,335
+72
85
$771K 0.18%
5,124
+378
86
$769K 0.18%
33,031
+21,695
87
$758K 0.17%
14,001
-975
88
$742K 0.17%
6,094
-30
89
$714K 0.16%
13,690
-840
90
$713K 0.16%
3,523
-145
91
$660K 0.15%
7,724
-491
92
$641K 0.15%
1,714
+43
93
$633K 0.14%
9,450
-12
94
$623K 0.14%
1,566
+4
95
$610K 0.14%
1,651
+131
96
$610K 0.14%
6,368
+74
97
$581K 0.13%
3,112
+44
98
$569K 0.13%
2,289
-39
99
$562K 0.13%
1,762
+42
100
$559K 0.13%
6,643
+5
2 3
4
5 6