MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+0.51%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$107M
AUM Growth
+$11.9M
(+12%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
10.83%
Top 10 Holdings %
Top 10 Hldgs %
50.93%
Holding
287
New
16
Increased
36
Reduced
50
Closed
141
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$4.29M |
| 2 |
CMO
Capstead Mortgage Corp.
CMO
|
$2.54M |
| 3 |
Valero Energy
VLO
|
$2.46M |
| 4 |
ProShares Short QQQ
PSQ
|
$1.87M |
| 5 |
ProShares Short Dow30
DOG
|
$296K |
Sector Composition
| 1 | Utilities | 11.64% |
| 2 | Real Estate | 7.36% |
| 3 | Communication Services | 3.46% |
| 4 | Healthcare | 2.95% |
| 5 | Consumer Staples | 0.18% |
