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MC

Marest Capital Portfolio holdings

AUM $173M
1-Year Est. Return 17.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$737K
3
+$687K
4
AAPL icon
Apple
AAPL
+$609K
5
JPM icon
JPMorgan Chase
JPM
+$478K

Top Sells

1
+$5.74M
2
+$1.05M
3
+$850K
4
HOOD icon
Robinhood
HOOD
+$493K
5
CRWD icon
CrowdStrike
CRWD
+$455K

Sector Composition

1 Technology 7.95%
2 Financials 6.96%
3 Communication Services 3.34%
4 Consumer Discretionary 1.97%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
26
Invesco QQQ Trust
QQQ
$492B
$270K 0.16%
467
PANW icon
27
Palo Alto Networks
PANW
$231B
$245K 0.14%
+1,528
CRWD icon
28
CrowdStrike
CRWD
$176B
$204K 0.12%
522
-1,073
HOOD icon
29
Robinhood
HOOD
$90.6B
$201K 0.12%
2,906
-5,614
BX icon
30
Blackstone
BX
$156B
– –
-6,787
IBM icon
31
IBM
IBM
$252B
– –
-736
RACE icon
32
Ferrari
RACE
$65.2B
– –
-546
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