MIC
Means Investment Company Portfolio holdings
AUM
$1.06B
1-Year Return
19.14%
This Quarter Return
+12.42%
1 Year Return
+19.14%
3 Year Return
+88.87%
5 Year Return
+136.04%
10 Year Return
–
AUM
$694M
AUM Growth
+$83.2M
(+14%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
53.93%
Holding
201
New
8
Increased
67
Reduced
106
Closed
9
Top Buys
| 1 |
Vanguard Mega Cap Value ETF
MGV
|
$7.33M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$6.76M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.34M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$5.01M |
| 5 |
NVIDIA
NVDA
|
$3.59M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.05M |
| 2 |
Apple
AAPL
|
$2.93M |
| 3 |
Walt Disney
DIS
|
$2.03M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.78M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.45M |
Sector Composition
| 1 | Technology | 24.58% |
| 2 | Financials | 8.92% |
| 3 | Consumer Discretionary | 8.14% |
| 4 | Communication Services | 5.57% |
| 5 | Healthcare | 4.75% |
