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
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.01M

Top Sells

1
+$302K
2
+$187K
3
+$84.1K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$76.9K
5
QLD icon
ProShares Ultra QQQ
QLD
+$63.8K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K 0.01%
87
+2
227
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34
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228
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+126
229
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32
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231
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232
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236
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46
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$3K 0.01%
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239
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240
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241
$3K 0.01%
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242
$3K 0.01%
+211
243
$3K 0.01%
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244
$3K 0.01%
+33
245
$3K 0.01%
51
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248
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+132
249
$3K 0.01%
+125
250
$3K 0.01%
+78
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