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
$500M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.69M
3 +$1.52M
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.15M
5
SNOW icon
Snowflake
SNOW
+$971K

Top Sells

1 +$1.73M
2 +$352K
3 +$268K
4
INTC icon
Intel
INTC
+$261K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$231K

Sector Composition

1 Technology 25.73%
2 Consumer Discretionary 12.79%
3 Financials 9.66%
4 Communication Services 8.07%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.08M 0.22%
40,902
+7,871
77
$1M 0.2%
11,594
-22
78
$977K 0.2%
18,048
+724
79
$959K 0.19%
3,431
-92
80
$953K 0.19%
19,299
-90
81
$948K 0.19%
4,886
+250
82
$904K 0.18%
9,427
-798
83
$878K 0.18%
52,342
+164
84
$874K 0.17%
36,658
-1,500
85
$864K 0.17%
5,281
+157
86
$854K 0.17%
41,302
-33
87
$831K 0.17%
14,569
+568
88
$794K 0.16%
6,056
-38
89
$761K 0.15%
1,441
+72
90
$748K 0.15%
3,257
+145
91
$735K 0.15%
19,635
+6,329
92
$705K 0.14%
7,724
93
$675K 0.14%
1,570
+4
94
$666K 0.13%
1,722
+100
95
$664K 0.13%
9,404
-46
96
$658K 0.13%
1,739
+88
97
$650K 0.13%
12,452
+4,144
98
$648K 0.13%
6,113
-255
99
$643K 0.13%
12,813
-7,007
100
$637K 0.13%
2,186
+57