MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$2.65M
2
+$1.89M
3
+$1.74M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.39M
5
PMM
Putnam Managed Municipal Income
PMM
+$1.34M

Top Sells

1
+$6.11M
2
+$2.63M
3
+$2.38M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$388K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
+12
252
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+25
253
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25
254
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10
255
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+40
256
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257
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6
258
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+30
260
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100
261
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21
262
$1K ﹤0.01%
60
-276
263
$1K ﹤0.01%
40
-205
264
$1K ﹤0.01%
+15
265
$1K ﹤0.01%
40
266
$1K ﹤0.01%
125
267
$1K ﹤0.01%
+25
268
$1K ﹤0.01%
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$1K ﹤0.01%
+45
270
$0 ﹤0.01%
4
271
$0 ﹤0.01%
5
272
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-1
273
– –
-375
274
– –
-137
275
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-325
9 10
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12 13