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
$539M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$2.57M
3
+$2.24M
4
IP icon
International Paper
IP
+$926K
5
CBRL icon
Cracker Barrel
CBRL
+$518K

Top Sells

1
+$2.53M
2
+$2.29M
3
+$2.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.15M

Sector Composition

1 Technology 23.1%
2 Healthcare 17.55%
3 Financials 11.41%
4 Consumer Staples 9.45%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K ﹤0.01%
+15,000
177
– –
-10,000
178
– –
-13,322
179
– –
-2,657
180
– –
-84,996
181
– –
-30,640
182
– –
-11,200
4 5 6 7
8