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
126
$447K 0.08%
1,257
+10
127
$436K 0.08%
3,565
-23
128
$422K 0.07%
1,315
+1
129
$420K 0.07%
1,814
+215
130
$408K 0.07%
5,035
+7
131
$405K 0.07%
1,791
+3
132
$404K 0.07%
5,772
133
$402K 0.07%
2,456
+53
134
$401K 0.07%
21,557
+437
135
$395K 0.07%
1,356
+115
136
$387K 0.07%
2,117
+132
137
$382K 0.07%
2,656
-1,026
138
$368K 0.07%
13,830
-3,151
139
$364K 0.06%
8,115
+1
140
$362K 0.06%
3,586
+36
141
$359K 0.06%
3,438
+95
142
$349K 0.06%
7,671
-1,411
143
$342K 0.06%
1,597
+3
144
$334K 0.06%
6,960
+2,109
145
$333K 0.06%
15,348
+2,320
146
$332K 0.06%
+3,621
147
$330K 0.06%
4,560
+6
148
$326K 0.06%
2,196
+60
149
$325K 0.06%
2,271
+6
150
$324K 0.06%
2,203
+223
4 5
6
7 8