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
$562M
AUM Growth
+$55.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$2.96M
3
+$2.82M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.63M

Top Sells

1
+$7.27M
2
+$1.78M
3
+$966K
4
DKNG icon
DraftKings
DKNG
+$599K
5
ROKU icon
Roku
ROKU
+$421K

Sector Composition

1 Technology 28.16%
2 Consumer Discretionary 11.62%
3 Financials 9.54%
4 Communication Services 7.45%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$632K 0.11%
6,551
+4
102
$605K 0.11%
3,500
+12
103
$600K 0.11%
12,109
-19,496
104
$569K 0.1%
30,000
105
$564K 0.1%
2,240
+1
106
$548K 0.1%
841
107
$548K 0.1%
1,525
-1
108
$543K 0.1%
1,365
-6
109
$542K 0.1%
2,408
+3
110
$538K 0.1%
6,184
+1
111
$537K 0.09%
2,847
+433
112
$519K 0.09%
778
+107
113
$517K 0.09%
7,159
+242
114
$513K 0.09%
6,689
+30
115
$498K 0.09%
+1,927
116
$472K 0.08%
6,505
-18
117
$472K 0.08%
7,578
+2,937
118
$471K 0.08%
4,266
+388
119
$468K 0.08%
11,169
+3,850
120
$467K 0.08%
5,018
+815
121
$460K 0.08%
3,022
-444
122
$452K 0.08%
25,371
+61
123
$451K 0.08%
1
124
$449K 0.08%
6,548
-418
125
$447K 0.08%
4,262
+116
3 4
5
6 7