MIM
Martin Investment Management Portfolio holdings
AUM
$357M
1-Year Est. Return
16.61%
This Fund
S&P 500
1 Year Est. Return
+16.61%
AUM
$394M
AUM Growth
+$3.42M
(+0.88%)
Holding
52
Top Buys
| 1 | +$253K | |
| 2 | +$246K | |
| 3 | +$232K | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$221K |
| 5 |
NVIDIA
NVDA
|
+$193K |
Top Sells
| 1 | +$1.86M | |
| 2 | +$265K | |
| 3 | +$264K | |
| 4 |
Factset
FDS
|
+$257K |
| 5 |
Booking.com
BKNG
|
+$229K |
Sector Composition
| 1 | Technology | 33.65% |
| 2 | Healthcare | 27% |
| 3 | Financials | 12.98% |
| 4 | Consumer Discretionary | 11.15% |
| 5 | Industrials | 8.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
JPMorgan Core Plus Bond ETF
JCPB
$10.8B
| $224K | 0.06% |
+4,704
|
|
||
|
52
Factset
FDS
$8.34B
| – | – |
-575
|
|