MC

Martin & Co Portfolio holdings

AUM $583M
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$64.1M
2 +$54.8M
3 +$1.04M
4
LCUT icon
Lifetime Brands
LCUT
+$1.01M
5
ASTE icon
Astec Industries
ASTE
+$891K

Top Sells

1 +$2.98M
2 +$489K
3 +$144K
4
AAPL icon
Apple
AAPL
+$122K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$75.7K

Sector Composition

1 Financials 9.9%
2 Technology 9.76%
3 Healthcare 8.88%
4 Industrials 5.69%
5 Consumer Staples 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$684K 0.13%
1,217
102
$672K 0.13%
20,518
+1,883
103
$638K 0.12%
7,097
+204
104
-44,331