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
$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 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
1
$55.1M 12.54%
451,226
+290
2
$33.7M 7.67%
162,698
-43,814
3
$32M 7.27%
206,560
+1,780
4
$24.5M 5.58%
103,965
+618
5
$11.5M 2.62%
75,542
+411
6
$10.9M 2.49%
100,639
+1,823
7
$10.8M 2.46%
79,729
+784
8
$10.3M 2.34%
34,858
+745
9
$9.78M 2.23%
+102,720
10
$8.81M 2%
159,990
+8,274
11
$8.29M 1.89%
80,120
+1,520
12
$6.96M 1.58%
179,861
-497
13
$6.95M 1.58%
30,645
+796
14
$6.89M 1.57%
129,200
+120,765
15
$6.87M 1.56%
37,240
+784
16
$6.54M 1.49%
30,890
+426
17
$6.51M 1.48%
109,300
+10
18
$5.73M 1.3%
54,666
+1,164
19
$5.24M 1.19%
59,101
+2,286
20
$4.81M 1.1%
29,294
+318
21
$4.53M 1.03%
34,095
+806
22
$4.21M 0.96%
35,165
+43
23
$3.87M 0.88%
18,254
+902
24
$3.51M 0.8%
25,900
+12
25
$3.51M 0.8%
13,727
-132
1
2 3 4 5