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
126
$370K 0.08%
4,092
-38
127
$370K 0.08%
3,559
+13
128
$364K 0.08%
4,210
+383
129
$360K 0.08%
4,011
+389
130
$355K 0.08%
3,464
+400
131
$351K 0.08%
+9,956
132
$350K 0.08%
1,309
+2
133
$349K 0.08%
+1,126
134
$347K 0.08%
16,250
-1,642
135
$342K 0.08%
+1,866
136
$338K 0.08%
3,830
-450
137
$336K 0.08%
4,351
-21
138
$331K 0.08%
3,547
-3,547
139
$331K 0.08%
1,244
+166
140
$325K 0.07%
6,999
-170
141
$318K 0.07%
2,144
+2
142
$310K 0.07%
2,419
+7
143
$309K 0.07%
+4,785
144
$306K 0.07%
1,607
+256
145
$301K 0.07%
+95
146
$298K 0.07%
2,254
+17
147
$290K 0.07%
3,359
+7
148
$285K 0.07%
4,202
+615
149
$279K 0.06%
1,919
+161
150
$274K 0.06%
5,772
4 5
6
7 8