MIC
Means Investment Company Portfolio holdings
AUM
$1.06B
1-Year Return
19.14%
This Quarter Return
+9.44%
1 Year Return
+19.14%
3 Year Return
+88.87%
5 Year Return
+136.04%
10 Year Return
–
AUM
$562M
AUM Growth
+$55.4M
(+11%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
51%
Holding
202
New
17
Increased
112
Reduced
50
Closed
13
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.85M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.96M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$2.82M |
| 4 |
iShares US Medical Devices ETF
IHI
|
$1.71M |
| 5 |
Amazon
AMZN
|
$1.63M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.27M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.78M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$966K |
| 4 |
DraftKings
DKNG
|
$599K |
| 5 |
Roku
ROKU
|
$421K |
Sector Composition
| 1 | Technology | 28.16% |
| 2 | Consumer Discretionary | 11.62% |
| 3 | Financials | 9.54% |
| 4 | Communication Services | 7.45% |
| 5 | Healthcare | 6.6% |
