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
$438M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.6M
3
+$1.56M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$5.48M
2
+$968K
3
+$443K
4
T icon
AT&T
T
+$362K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$331K

Sector Composition

1 Technology 27.13%
2 Consumer Discretionary 13.21%
3 Financials 8.99%
4 Communication Services 7.87%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$524K 0.12%
6,638
+7
102
$520K 0.12%
841
103
$515K 0.12%
1,520
+661
104
$510K 0.12%
1,095
-100
105
$504K 0.11%
+995
106
$492K 0.11%
+4,454
107
$487K 0.11%
8,435
+2,044
108
$483K 0.11%
5,547
+100
109
$480K 0.11%
12,899
-198
110
$479K 0.11%
30,000
111
$467K 0.11%
6,986
-954
112
$456K 0.1%
2,199
+2
113
$439K 0.1%
7,166
+735
114
$426K 0.1%
3,451
+1,307
115
$406K 0.09%
6,863
+1,329
116
$403K 0.09%
3,856
-516
117
$401K 0.09%
2,404
-180
118
$396K 0.09%
6,237
-304
119
$396K 0.09%
+1,464
120
$387K 0.09%
1,783
+3
121
$386K 0.09%
4,762
+5
122
$378K 0.09%
25,114
+86
123
$376K 0.09%
+6,356
124
$375K 0.09%
+11,336
125
$371K 0.08%
11,624
+2,328
3 4
5
6 7