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
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$0 ﹤0.01%
3
252
$0 ﹤0.01%
2
253
$0 ﹤0.01%
10
254
$0 ﹤0.01%
2
255
$0 ﹤0.01%
16
-444
256
– –
-23
257
$0 ﹤0.01%
2
258
$0 ﹤0.01%
44
259
– –
-26
260
$0 ﹤0.01%
1
261
$0 ﹤0.01%
3
262
$0 ﹤0.01%
3
263
$0 ﹤0.01%
5
264
$0 ﹤0.01%
2
265
$0 ﹤0.01%
4
266
– –
-2,914
267
$0 ﹤0.01%
3
268
$0 ﹤0.01%
35
269
$0 ﹤0.01%
6
270
– –
-245
271
$0 ﹤0.01%
4
272
$0 ﹤0.01%
4
273
$0 ﹤0.01%
38
-2
274
$0 ﹤0.01%
4
275
$0 ﹤0.01%
14
9 10
11
12 13