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
$58.1M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.91M
3
+$435K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$414K
5
NLY icon
Annaly Capital Management
NLY
+$367K

Top Sells

1
+$11.3M
2
+$9.73M
3
+$6.62M
4
UNG icon
United States Natural Gas Fund
UNG
+$4.02M
5
GLD icon
SPDR Gold Trust
GLD
+$2.66M

Sector Composition

1 Utilities 6.49%
2 Real Estate 1.94%
3 Consumer Staples 1.13%
4 Industrials 0.47%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-15
252
– –
-200
253
– –
-46
254
$0 ﹤0.01%
40
255
$0 ﹤0.01%
4
256
– –
-15,000
257
– –
-2
258
– –
-290
259
– –
-100
260
– –
-42
261
– –
-75
262
$0 ﹤0.01%
1
263
– –
-1,000
264
– –
-1,900
265
– –
-38
266
$0 ﹤0.01%
1
267
– –
-13
268
– –
-474
269
$0 ﹤0.01%
5
270
– –
-500
271
– –
-30
272
$0 ﹤0.01%
25
-41
273
– –
-20
274
$0 ﹤0.01%
2
275
– –
-20
8 9 10
11
12