MIM

Marco Investment Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.69M
3
+$2.48M
4
LYB icon
LyondellBasell Industries
LYB
+$2.35M
5
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$1.03M

Top Sells

1
+$21.9M
2
+$4.03M
3
+$2.11M
4
UPS icon
United Parcel Service
UPS
+$1.85M
5
MDT icon
Medtronic
MDT
+$1.68M

Sector Composition

1 Technology 19.07%
2 Healthcare 18.26%
3 Industrials 10.75%
4 Financials 10.68%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K 0.04%
+1,506
177
$204K 0.04%
+7,976
178
$204K 0.04%
6,178
+36
179
$204K 0.04%
2,385
180
$204K 0.04%
+1,165
181
– –
-3,350
182
– –
-3,100
183
– –
-86,890
184
– –
-2,805
185
– –
-4,200
186
– –
-27,204
187
– –
-20,550
188
– –
-21,455
189
– –
-3,285
4 5 6 7
8