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
$500M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.69M
3 +$1.52M
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.15M
5
SNOW icon
Snowflake
SNOW
+$971K

Top Sells

1 +$1.73M
2 +$352K
3 +$268K
4
INTC icon
Intel
INTC
+$261K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$231K

Sector Composition

1 Technology 25.73%
2 Consumer Discretionary 12.79%
3 Financials 9.66%
4 Communication Services 8.07%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$623K 0.12%
12,821
-78
102
$614K 0.12%
1,250
+753
103
$607K 0.12%
841
104
$595K 0.12%
1,688
-26
105
$591K 0.12%
6,548
-95
106
$561K 0.11%
2,301
+12
107
$550K 0.11%
1,506
-3
108
$549K 0.11%
1,195
+100
109
$520K 0.1%
30,000
110
$515K 0.1%
3,477
+13
111
$506K 0.1%
6,183
-54
112
$504K 0.1%
4,112
+909
113
$501K 0.1%
6,347
+790
114
$500K 0.1%
1,989
+19
115
$490K 0.1%
2,226
+26
116
$486K 0.1%
1,370
-392
117
$469K 0.09%
6,811
-96
118
$469K 0.09%
6,690
-561
119
$459K 0.09%
21,095
-79,504
120
$454K 0.09%
1,861
+586
121
$452K 0.09%
1,924
+27
122
$442K 0.09%
3,998
-500
123
$434K 0.09%
9,632
-2,429
124
$433K 0.09%
7,104
+2
125
$433K 0.09%
25,243
+58