MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K 0.01%
+137
227
$3K 0.01%
63
228
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+68
229
$3K 0.01%
64
230
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73
231
$3K 0.01%
49
232
$3K 0.01%
+87
233
$3K 0.01%
225
234
$3K 0.01%
100
235
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15
236
$3K 0.01%
86
237
$3K 0.01%
+125
238
$3K 0.01%
+18
239
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25
+1
240
$3K 0.01%
18
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241
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242
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243
$3K 0.01%
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244
$3K 0.01%
69
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245
$3K 0.01%
151
246
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+105
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$3K 0.01%
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248
$3K 0.01%
38
249
$3K 0.01%
37
250
$3K 0.01%
+112
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