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
$569M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.98M
3
+$3.65M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.39M
5
SCHW icon
Charles Schwab
SCHW
+$1.42M

Top Sells

1
+$2.38M
2
+$1.35M
3
+$1.33M
4
INTC icon
Intel
INTC
+$847K
5
VT icon
Vanguard Total World Stock ETF
VT
+$321K

Sector Composition

1 Technology 23.82%
2 Financials 9.38%
3 Consumer Discretionary 8.3%
4 Healthcare 6.05%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.25%
6,759
+286
77
$1.42M 0.25%
+27,131
78
$1.4M 0.25%
6,768
+195
79
$1.4M 0.25%
41,366
-211
80
$1.31M 0.23%
13,101
+1,125
81
$1.31M 0.23%
2,808
+45
82
$1.3M 0.23%
15,760
-501
83
$1.3M 0.23%
43,248
-932
84
$1.29M 0.23%
50,052
-5,388
85
$1.28M 0.22%
18,362
+410
86
$1.22M 0.21%
3,547
-213
87
$1.22M 0.21%
19,610
-94
88
$1.14M 0.2%
2,772
+114
89
$1.14M 0.2%
7,691
-732
90
$1.13M 0.2%
20,631
+15
91
$1.1M 0.19%
8,404
-175
92
$1.07M 0.19%
2,784
+32
93
$1.03M 0.18%
12,721
+793
94
$923K 0.16%
4,615
-293
95
$917K 0.16%
18,010
-3,351
96
$867K 0.15%
1,835
-28
97
$846K 0.15%
19,581
+36
98
$760K 0.13%
13,114
+46
99
$750K 0.13%
1,825
+158
100
$742K 0.13%
8,060
-139
2 3
4
5 6