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
126
$376K 0.09%
7,102
+103
127
$376K 0.09%
4,768
+6
128
$360K 0.08%
1,970
-510
129
$358K 0.08%
3,552
+5
130
$357K 0.08%
1,095
131
$355K 0.08%
14,578
-1,672
132
$355K 0.08%
4,353
+2
133
$353K 0.08%
2,193
+49
134
$350K 0.08%
3,689
-322
135
$347K 0.08%
3,934
-276
136
$343K 0.08%
4,792
+7
137
$342K 0.08%
2,419
138
$337K 0.08%
1,311
+2
139
$335K 0.08%
+5,279
140
$320K 0.07%
1,379
+103
141
$320K 0.07%
8,425
-1,531
142
$319K 0.07%
1,612
+5
143
$313K 0.07%
2,254
144
$307K 0.07%
4,442
+240
145
$292K 0.07%
3,367
+8
146
$289K 0.07%
1,275
+31
147
$284K 0.06%
5,772
148
$272K 0.06%
5,321
+3
149
$265K 0.06%
3,159
150
$250K 0.06%
+1,150
4 5
6
7 8