MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$449K
2
+$301K
3
+$278K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$245K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$143K

Top Sells

1
+$930K
2
+$461K
3
+$366K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$270K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

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
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63
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+68
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64
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+87
233
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225
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86
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238
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25
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18
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240
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243
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69
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$3K 0.01%
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245
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249
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+112
250
$3K 0.01%
+26
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