MCM

Marathon Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
-$8.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.27M
3
+$1.24M
4
LAND
Gladstone Land Corp
LAND
+$931K
5
PRU icon
Prudential Financial
PRU
+$910K

Top Sells

1
+$6.38M
2
+$2.1M
3
+$811K
4
SAAS
inContact, Inc.
SAAS
+$513K
5
TCX icon
Tucows
TCX
+$440K

Sector Composition

1 Financials 54.5%
2 Technology 15.68%
3 Industrials 7.54%
4 Healthcare 4.45%
5 Materials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.65%
18,054
+155
27
$1.28M 0.59%
21,143
+90
28
$1.27M 0.59%
+101,250
29
$1.24M 0.57%
+48,696
30
$1.2M 0.55%
131,602
-440
31
$1.15M 0.53%
1,302,900
-26,450
32
$1.09M 0.5%
19,750
-330
33
$932K 0.43%
25,566
34
$910K 0.42%
+10,400
35
$831K 0.38%
44,625
-1,344
36
$791K 0.36%
14,565
-223
37
$768K 0.35%
4,939
-43
38
$759K 0.35%
9,121
+148
39
$698K 0.32%
22,244
-1,192
40
$571K 0.26%
10,907
-55
41
$564K 0.26%
13,600
42
$550K 0.25%
17,300
+10
43
$506K 0.23%
21,581
-994
44
$474K 0.22%
215
45
$467K 0.22%
37,500
+272
46
$455K 0.21%
137,500
47
$454K 0.21%
11,572
-141
48
$422K 0.19%
15,383
-292
49
$409K 0.19%
6,144
+71
50
$404K 0.19%
5,725
-106
1
2
3 4 5