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
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
7
227
$0 ﹤0.01%
3
228
$0 ﹤0.01%
13
229
$0 ﹤0.01%
4
230
– –
-75
231
$0 ﹤0.01%
3
232
– –
-30
233
– –
0
234
– –
-325
235
– –
-50
236
$0 ﹤0.01%
7
237
– –
-100
238
– –
-180
239
– –
-50
240
$0 ﹤0.01%
3
241
– –
-1,740
242
$0 ﹤0.01%
+7
243
$0 ﹤0.01%
3
244
$0 ﹤0.01%
2
245
$0 ﹤0.01%
12
246
$0 ﹤0.01%
4
247
– –
0
248
– –
-30
249
– –
-5
250
$0 ﹤0.01%
6
8 9
10
11 12