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
$438M
AUM Growth
+$74.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.6M
3
+$1.56M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.52M
5
AMZN icon
Amazon
AMZN
+$1.24M

Top Sells

1
+$5.48M
2
+$968K
3
+$443K
4
T icon
AT&T
T
+$362K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$331K

Sector Composition

1 Technology 27.13%
2 Consumer Discretionary 13.21%
3 Financials 8.99%
4 Communication Services 7.87%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.06%
+2,656
152
$258K 0.06%
861
153
$256K 0.06%
+873
154
$253K 0.06%
+1,276
155
$249K 0.06%
+5,318
156
$247K 0.06%
+3,009
157
$234K 0.05%
+3,857
158
$232K 0.05%
+470
159
$231K 0.05%
1,421
+2
160
$230K 0.05%
4,038
+10
161
$230K 0.05%
+3,159
162
$230K 0.05%
1,604
-54
163
$227K 0.05%
+1,366
164
$226K 0.05%
+489
165
$226K 0.05%
+4,415
166
$222K 0.05%
+1,241
167
$216K 0.05%
+1,326
168
$214K 0.05%
1,002
169
$212K 0.05%
+1,369
170
$211K 0.05%
+1,980
171
$208K 0.05%
+1,678
172
$208K 0.05%
+1,319
173
$206K 0.05%
4,670
+11
174
$202K 0.05%
+1,341
175
$141K 0.03%
12,282
-1,828
4 5 6
7
8