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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.8K 0.01%
205
-78
227
$11.7K 0.01%
53
+10
228
$11.7K 0.01%
20
+2
229
$11.7K 0.01%
153
230
$11.7K 0.01%
52
+11
231
$11.6K 0.01%
137
-72
232
$11.6K 0.01%
94
-28
233
$11.5K 0.01%
37
-5
234
$11.5K 0.01%
39
-205
235
$11.5K 0.01%
52
+1
236
$11.3K 0.01%
70
-25
237
$11.3K 0.01%
279
+32
238
$11.2K 0.01%
1,030
-257
239
$11.1K 0.01%
130
-23
240
$11K 0.01%
735
-305
241
$10.9K 0.01%
229
+36
242
$10.8K 0.01%
184
-32
243
$10.8K 0.01%
85
+1
244
$10.7K 0.01%
118
-26
245
$10.7K 0.01%
86
+42
246
$10.5K 0.01%
+100
247
$10.5K 0.01%
292
248
$10.4K 0.01%
196
+50
249
$10.3K 0.01%
339
+92
250
$10.3K 0.01%
+389
8 9
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