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
$925M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$895K
3
+$659K
4
TSLA icon
Tesla
TSLA
+$627K
5
CI icon
Cigna
CI
+$532K

Top Sells

1
+$4.1M
2
+$3.96M
3
+$2.39M
4
ORCL icon
Oracle
ORCL
+$1.72M
5
INTC icon
Intel
INTC
+$985K

Sector Composition

1 Technology 32.18%
2 Healthcare 17.47%
3 Industrials 10.05%
4 Financials 8.43%
5 Consumer Discretionary 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$200K 0.02%
+500
202
$179K 0.02%
10,034
-506
203
$178K 0.02%
+14,025
204
$154K 0.02%
10,000
205
$80.2K 0.01%
1,000
+475
206
$30K ﹤0.01%
12,000
207
– –
-3,978
208
– –
-4,142
209
– –
-12,992
210
– –
-1,167
5 6 7 8
9