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
$569M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$5.98M
3
+$3.65M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.39M
5
SCHW icon
Charles Schwab
SCHW
+$1.42M

Top Sells

1
+$2.38M
2
+$1.35M
3
+$1.33M
4
INTC icon
Intel
INTC
+$847K
5
VT icon
Vanguard Total World Stock ETF
VT
+$321K

Sector Composition

1 Technology 23.82%
2 Financials 9.38%
3 Consumer Discretionary 8.3%
4 Healthcare 6.05%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$456K 0.08%
2,266
+2
127
$456K 0.08%
3,265
+4
128
$449K 0.08%
4,428
+14
129
$444K 0.08%
25,742
-400
130
$424K 0.07%
736
-50
131
$421K 0.07%
26,100
132
$409K 0.07%
1,789
+87
133
$403K 0.07%
2,441
+2
134
$398K 0.07%
6,637
+128
135
$381K 0.07%
3,747
+29
136
$381K 0.07%
11,844
-108
137
$380K 0.07%
14,360
-413
138
$378K 0.07%
4,973
-93
139
$373K 0.07%
3,115
+8
140
$361K 0.06%
3,856
-22
141
$359K 0.06%
8,077
142
$355K 0.06%
2,308
-10
143
$351K 0.06%
2,327
-44
144
$343K 0.06%
2,232
+101
145
$342K 0.06%
1,803
+2
146
$339K 0.06%
4,097
+94
147
$335K 0.06%
3,152
-39
148
$331K 0.06%
1,325
+2
149
$329K 0.06%
10,308
+2,643
150
$326K 0.06%
2,833
+102
4 5
6
7 8