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
$439M
AUM Growth
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$6.44M
3
+$992K
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$595K
5
PLTR icon
Palantir
PLTR
+$505K

Top Sells

1
+$9.07M
2
+$388K
3
+$386K
4
DXCM icon
DexCom
DXCM
+$355K
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$301K

Sector Composition

1 Technology 25.28%
2 Consumer Discretionary 12.85%
3 Financials 9.77%
4 Communication Services 8.17%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.06%
1,875
-44
152
$248K 0.06%
1,142
+16
153
$248K 0.06%
4,038
154
$248K 0.06%
1,897
+31
155
$247K 0.06%
3,730
-100
156
$247K 0.06%
2,656
157
$242K 0.06%
1,423
+2
158
$237K 0.05%
497
+8
159
$236K 0.05%
861
160
$236K 0.05%
1,605
+1
161
$231K 0.05%
+317
162
$226K 0.05%
+934
163
$222K 0.05%
1,687
+9
164
$216K 0.05%
1,366
165
$216K 0.05%
1,143
-98
166
$215K 0.05%
470
167
$213K 0.05%
+5,317
168
$210K 0.05%
3,857
169
$208K 0.05%
1,259
-82
170
$206K 0.05%
4,609
-61
171
$206K 0.05%
345
-650
172
$205K 0.05%
1,319
173
$200K 0.05%
+2,544
174
$179K 0.04%
1,204
+331
175
$160K 0.04%
13,076
+794
4 5 6
7
8