Y-Intercept (HK)’s MidCap Financial Investment MFIC Stock Holding History

Y-Intercept (HK)’s Portfolio MFIC Stock Details MFIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$995K	Buy	+98,743	New	+$1.09M	0.02%	1056
2022 Q4	–	Sell	-13,553	Closed	-$139K	–	1209
2022 Q3	$139K	Buy	+13,553	New	+$165K	0.01%	862

Other funds holding MFIC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return