MIC

Means Investment Company Portfolio holdings

AUM $1.06B
1-Year Est. Return 19.14%
This Quarter Est. Return
1 Year Est. Return
+19.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.69M
3
+$1.52M
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.15M
5
SNOW icon
Snowflake
SNOW
+$971K

Top Sells

1
+$1.73M
2
+$352K
3
+$268K
4
INTC icon
Intel
INTC
+$261K
5
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$231K

Sector Composition

1 Technology 25.73%
2 Consumer Discretionary 12.79%
3 Financials 9.66%
4 Communication Services 8.07%
5 Healthcare 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$218K 0.04%
4,377
-232
177
$217K 0.04%
1,368
+2
178
$217K 0.04%
5,324
+7
179
$216K 0.04%
+985
180
$215K 0.04%
+2,775
181
$213K 0.04%
+4,000
182
$211K 0.04%
+715
183
$211K 0.04%
+976
184
$206K 0.04%
1,319
185
$204K 0.04%
+4,043
186
$203K 0.04%
+744
187
$198K 0.04%
13,343
+267
188
$175K 0.04%
1,518
+314
189
$3K ﹤0.01%
+100
190
– –
-345
191
– –
-317
192
– –
-9,770
4 5 6 7
8