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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
$165M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$9.8M
2 +$9.08M
3 +$1.15M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$972K
5
HOOD icon
Robinhood
HOOD
+$860K

Top Sells

1 +$362K
2 +$210K

Sector Composition

1 Technology 9.61%
2 Financials 7.52%
3 Communication Services 2.48%
4 Consumer Discretionary 2.24%
5 Consumer Staples 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210K 0.13%
+1,033
27
$206K 0.13%
+731
28
-2,288
29
-1,326