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
$506M
AUM Growth
+$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.47M
3
+$1.02M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$943K
5
AMZN icon
Amazon
AMZN
+$611K

Top Sells

1
+$2.84M
2
+$442K
3
+$343K
4
MSFT icon
Microsoft
MSFT
+$324K
5
AFL icon
Aflac
AFL
+$286K

Sector Composition

1 Technology 26.51%
2 Consumer Discretionary 12.09%
3 Financials 9.79%
4 Communication Services 8%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$411K 0.08%
4,641
+529
127
$406K 0.08%
9,082
-550
128
$406K 0.08%
3,588
+12
129
$405K 0.08%
4,146
-84
130
$403K 0.08%
2,403
+2
131
$391K 0.08%
1,788
+2
132
$389K 0.08%
5,028
+255
133
$383K 0.08%
671
+1
134
$381K 0.08%
1,314
+2
135
$379K 0.07%
3,682
-10
136
$371K 0.07%
5,772
137
$366K 0.07%
1,599
-17
138
$350K 0.07%
8,114
-300
139
$337K 0.07%
3,343
-213
140
$335K 0.07%
1,241
+13
141
$335K 0.07%
3,550
-167
142
$328K 0.06%
6,447
+100
143
$328K 0.06%
7,319
+1,650
144
$319K 0.06%
4,554
-272
145
$313K 0.06%
2,136
-60
146
$309K 0.06%
4,209
+3
147
$300K 0.06%
2,265
+6
148
$299K 0.06%
2,300
-81
149
$298K 0.06%
4,203
+144
150
$290K 0.06%
1,594
+2
4 5
6
7 8