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
$244M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.19M
3
+$551K
4
BA icon
Boeing
BA
+$525K
5
AMZN icon
Amazon
AMZN
+$346K

Top Sells

1
+$531K
2
+$486K
3
+$405K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$267K
5
IEP icon
Icahn Enterprises
IEP
+$258K

Sector Composition

1 Technology 19.21%
2 Financials 12.53%
3 Consumer Discretionary 11.48%
4 Healthcare 10.17%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.14%
875
102
$350K 0.14%
34,499
+422
103
$346K 0.14%
1,904
-28
104
$345K 0.14%
728
+3
105
$336K 0.14%
4,085
+6
106
$335K 0.14%
3,748
+14
107
$321K 0.13%
13,832
-500
108
$320K 0.13%
2,702
+100
109
$320K 0.13%
5,396
+28
110
$318K 0.13%
2,528
+221
111
$318K 0.13%
2,298
-204
112
$318K 0.13%
5,292
-493
113
$313K 0.13%
5,539
-996
114
$311K 0.13%
3,463
+13
115
$309K 0.13%
2,256
+9
116
$306K 0.13%
2,703
+2
117
$305K 0.13%
15,234
-460
118
$292K 0.12%
1,789
-10
119
$287K 0.12%
1,822
+5
120
$281K 0.12%
3,653
-144
121
$277K 0.11%
4,893
-543
122
$270K 0.11%
730
+1
123
$244K 0.1%
4,796
+498
124
$237K 0.1%
+7,658
125
$226K 0.09%
3,587
2 3 4
5
6