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
$28M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$977K
3
+$910K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$835K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$783K

Top Sells

1
+$561K
2
+$119K
3
+$117K
4
GLD icon
SPDR Gold Trust
GLD
+$112K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Industrials 2.3%
2 Technology 1.47%
3 Financials 1.21%
4 Consumer Discretionary 0.92%
5 Real Estate 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
44
252
$1K ﹤0.01%
139
253
$1K ﹤0.01%
1,143
254
$1K ﹤0.01%
+54
255
– –
-521
256
– –
-4,834
257
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-62
258
$0 ﹤0.01%
7
259
– –
-120
260
$0 ﹤0.01%
5
261
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0
262
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263
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264
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-1
265
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-35
266
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267
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268
$0 ﹤0.01%
+21
269
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-700
270
$0 ﹤0.01%
+80
271
– –
-4,670
272
– –
-30
273
– –
-15
7 8 9 10
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