MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
30
227
$2K ﹤0.01%
100
228
$2K ﹤0.01%
+60
229
$2K ﹤0.01%
26
230
$2K ﹤0.01%
51
231
$2K ﹤0.01%
+14
232
$2K ﹤0.01%
17
233
$2K ﹤0.01%
25
234
$2K ﹤0.01%
+39
235
$2K ﹤0.01%
+134
236
$2K ﹤0.01%
25
237
$2K ﹤0.01%
+55
238
$2K ﹤0.01%
+30
239
$2K ﹤0.01%
+59
240
$2K ﹤0.01%
1
241
$2K ﹤0.01%
+19
242
$2K ﹤0.01%
+19
243
$2K ﹤0.01%
+60
244
$2K ﹤0.01%
327
+8
245
$2K ﹤0.01%
33
246
$2K ﹤0.01%
+23
247
$1K ﹤0.01%
6
248
$1K ﹤0.01%
+6
249
$1K ﹤0.01%
160
250
$1K ﹤0.01%
50
8 9
10
11 12