MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+10
252
$1K ﹤0.01%
+12
253
$1K ﹤0.01%
+25
254
$1K ﹤0.01%
25
255
$1K ﹤0.01%
12
-300
256
$1K ﹤0.01%
10
257
$1K ﹤0.01%
+40
258
$1K ﹤0.01%
+30
259
$1K ﹤0.01%
100
260
$1K ﹤0.01%
21
261
$1K ﹤0.01%
60
-276
262
$1K ﹤0.01%
40
-205
263
$1K ﹤0.01%
+15
264
$1K ﹤0.01%
+45
265
$1K ﹤0.01%
+20
266
$1K ﹤0.01%
40
267
$1K ﹤0.01%
125
268
$1K ﹤0.01%
+25
269
$1K ﹤0.01%
+20
270
$0 ﹤0.01%
1
271
$0 ﹤0.01%
5
272
$0 ﹤0.01%
5
273
– –
-3
274
– –
-375
275
– –
-137
9 10
11
12 13