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
$562M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$2.96M
3
+$2.82M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.63M

Top Sells

1
+$7.27M
2
+$1.78M
3
+$966K
4
DKNG icon
DraftKings
DKNG
+$599K
5
ROKU icon
Roku
ROKU
+$421K

Sector Composition

1 Technology 28.16%
2 Consumer Discretionary 11.62%
3 Financials 9.54%
4 Communication Services 7.45%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.23%
36,584
+126
77
$1.26M 0.22%
14,682
-6
78
$1.15M 0.2%
7,531
+3,544
79
$1.12M 0.2%
8,355
-2,014
80
$1.08M 0.19%
9,429
+1
81
$1.07M 0.19%
18,096
+2
82
$1.03M 0.18%
6,678
+668
83
$993K 0.18%
19,321
-1
84
$984K 0.17%
54,058
+1,126
85
$946K 0.17%
3,425
+193
86
$909K 0.16%
1,508
+42
87
$867K 0.15%
1,675
+196
88
$809K 0.14%
10,509
-1,282
89
$795K 0.14%
41,826
+280
90
$766K 0.14%
15,214
-63
91
$755K 0.13%
+11,381
92
$754K 0.13%
1,580
+5
93
$750K 0.13%
13,825
+3
94
$745K 0.13%
2,172
+201
95
$723K 0.13%
8,263
-14
96
$711K 0.13%
49,961
-3,529
97
$678K 0.12%
2,669
+349
98
$662K 0.12%
+10,596
99
$651K 0.12%
8,944
-460
100
$638K 0.11%
6,116
+1
2 3
4
5 6