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
$1.08B
AUM Growth
-$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.66M
3
+$1.34M
4
HD icon
Home Depot
HD
+$1.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M

Top Sells

1
+$13M
2
+$4.9M
3
+$3.97M
4
MRVL icon
Marvell Technology
MRVL
+$3.83M
5
AMD icon
Advanced Micro Devices
AMD
+$3.34M

Sector Composition

1 Technology 30.71%
2 Healthcare 15.23%
3 Financials 10.65%
4 Industrials 9.68%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$210K 0.02%
900
202
$209K 0.02%
1,330
-220
203
$206K 0.02%
1,390
204
$206K 0.02%
3,500
-1,917
205
$205K 0.02%
2,000
206
$204K 0.02%
2,609
207
$203K 0.02%
5,375
-13,713
208
$202K 0.02%
7,555
209
$200K 0.02%
1,666
-50
210
$120K 0.01%
13,275
211
$103K 0.01%
30,344
212
$86.9K 0.01%
10,025
213
$18.7K ﹤0.01%
12,000
214
$11.7K ﹤0.01%
963
215
– –
-7,650
216
– –
-640
217
– –
-816
218
– –
-2,500
219
– –
-2,000
220
– –
-1,669
221
– –
-2,330
222
– –
-530
223
– –
-475
224
– –
-1,480
225
– –
-5,000
6 7 8
9
10