MIC

Means Investment Company Portfolio holdings

AUM $1.19B
1-Year Est. Return 22.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$4.5M
3
+$2.74M
4
AMZN icon
Amazon
AMZN
+$2.14M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.16M

Top Sells

1
+$741K
2
+$342K
3
+$278K
4
ZBRA icon
Zebra Technologies
ZBRA
+$224K
5
STT icon
State Street
STT
+$219K

Sector Composition

1 Technology 27.3%
2 Consumer Discretionary 14.71%
3 Communication Services 8.1%
4 Financials 8.09%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
– –
-3,115
153
– –
-4,071
3 4 5 6
7