MIC
Means Investment Company Portfolio holdings
AUM
$1.06B
This Quarter Return
+7.1%
1 Year Return
+19.14%
3 Year Return
+88.87%
5 Year Return
+136.04%
10 Year Return
–
AUM
$499M
AUM Growth
+$499M
(+8.2%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
200
New
10
Increased
79
Reduced
93
Closed
6
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$8.41M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.21M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.01M |
| 4 |
Vanguard Mega Cap Value ETF
MGV
|
$1.92M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.64M |
Top Sells
| 1 |
Apple
AAPL
|
$1.37M |
| 2 |
Schwab US REIT ETF
SCHH
|
$1.29M |
| 3 |
ARK Genomic Revolution ETF
ARKG
|
$907K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$732K |
| 5 |
Meta Platforms (Facebook)
META
|
$645K |
Sector Composition
| 1 | Technology | 21.81% |
| 2 | Financials | 10.78% |
| 3 | Consumer Discretionary | 8.13% |
| 4 | Healthcare | 7.32% |
| 5 | Communication Services | 4.88% |
