MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+1.96%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$69.4M
AUM Growth
+$2.39M
(+3.6%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
2.22%
Top 10 Holdings %
Top 10 Hldgs %
54.07%
Holding
438
New
78
Increased
101
Reduced
60
Closed
53
Top Buys
| 1 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$1.21M |
| 2 |
Tesla
TSLA
|
+$298K |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$284K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$211K |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$207K |
Top Sells
| 1 |
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
|
+$1.3M |
| 2 |
iShares MSCI ACWI ETF
ACWI
|
+$578K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$455K |
| 4 |
SPDR NYSE Technology ETF
XNTK
|
+$182K |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$172K |
Sector Composition
| 1 | Technology | 2.76% |
| 2 | Industrials | 1.32% |
| 3 | Consumer Discretionary | 1.21% |
| 4 | Healthcare | 0.74% |
| 5 | Financials | 0.39% |
