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
$439M
AUM Growth
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.44M
3
+$992K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$595K
5
PLTR icon
Palantir
PLTR
+$505K

Top Sells

1
+$9.07M
2
+$388K
3
+$386K
4
DXCM icon
DexCom
DXCM
+$355K
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$301K

Sector Composition

1 Technology 25.28%
2 Consumer Discretionary 12.85%
3 Financials 9.77%
4 Communication Services 8.17%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$545K 0.12%
12,899
102
$537K 0.12%
1,509
-39
103
$525K 0.12%
12,061
-67
104
$521K 0.12%
1,622
+13
105
$519K 0.12%
841
106
$517K 0.12%
2,129
107
$510K 0.12%
8,308
+1,952
108
$497K 0.11%
4,498
+44
109
$485K 0.11%
2,200
+1
110
$480K 0.11%
30,000
111
$479K 0.11%
3,464
+13
112
$473K 0.11%
7,251
+388
113
$451K 0.1%
25,185
+71
114
$447K 0.1%
13,306
+1,682
115
$446K 0.1%
6,907
-79
116
$427K 0.1%
6,237
117
$421K 0.1%
+3,203
118
$411K 0.09%
5,557
+10
119
$398K 0.09%
4,124
+32
120
$396K 0.09%
6,377
-789
121
$392K 0.09%
3,903
+47
122
$392K 0.09%
2,384
-20
123
$390K 0.09%
3,569
+10
124
$386K 0.09%
1
-1
125
$382K 0.09%
1,785
+2
3 4
5
6 7