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
$1.16B
AUM Growth
+$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$4.16M
3
+$1.88M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M
5
ABT icon
Abbott
ABT
+$1.43M

Top Sells

1
+$6.49M
2
+$2.52M
3
+$2.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$946K
5
JPM icon
JPMorgan Chase
JPM
+$672K

Sector Composition

1 Technology 35.06%
2 Healthcare 13.47%
3 Financials 10.28%
4 Industrials 9.35%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$221K 0.02%
2,000
202
$218K 0.02%
1,083
203
$216K 0.02%
1,325
204
$215K 0.02%
2,330
-330
205
$215K 0.02%
+1,669
206
$211K 0.02%
10,000
207
$210K 0.02%
3,516
-228
208
$208K 0.02%
1,390
209
$208K 0.02%
+7,555
210
$206K 0.02%
5,570
211
$203K 0.02%
2,020
-570
212
$203K 0.02%
+9,320
213
$203K 0.02%
+530
214
$203K 0.02%
1,311
215
$202K 0.02%
2,500
216
$202K 0.02%
1,718
217
$202K 0.02%
+2,000
218
$200K 0.02%
1,716
219
$156K 0.01%
13,275
+3,050
220
$125K 0.01%
30,344
221
$122K 0.01%
10,025
222
$16.2K ﹤0.01%
12,000
223
$15.1K ﹤0.01%
963
224
– –
-2,136
225
– –
-1,366
6 7 8
9
10