MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.7K 0.02%
331
227
$11.7K 0.02%
64
+62
228
$11.6K 0.02%
124
-37
229
$11.6K 0.02%
+514
230
$11.6K 0.02%
+58
231
$11.6K 0.02%
+1,233
232
$11.6K 0.02%
+417
233
$11.5K 0.02%
153
234
$11.5K 0.02%
137
-3
235
$11.5K 0.02%
591
-299
236
$11.5K 0.02%
+150
237
$11.4K 0.02%
+121
238
$11.4K 0.02%
+30
239
$11.4K 0.02%
+930
240
$11.4K 0.02%
+33
241
$11.3K 0.02%
93
+43
242
$11.2K 0.02%
+1,812
243
$11.2K 0.02%
+599
244
$11.2K 0.02%
284
-8
245
$11.2K 0.02%
+678
246
$11.2K 0.02%
161
+21
247
$11.1K 0.02%
+423
248
$11.1K 0.02%
208
+1
249
$11.1K 0.02%
+77
250
$11.1K 0.02%
+124
8 9
10
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