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
$32M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$716K
3
+$611K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$570K
5
ORCL icon
Oracle
ORCL
+$417K

Top Sells

1
+$560K
2
+$327K
3
+$280K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$252K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$198K

Sector Composition

1 Technology 2.99%
2 Industrials 2.35%
3 Financials 1.1%
4 Energy 0.89%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K 0.01%
+184
252
$3K 0.01%
400
253
$3K 0.01%
+45
254
$3K 0.01%
71
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255
$3K 0.01%
60
256
$3K 0.01%
23
257
$3K 0.01%
+37
258
$3K 0.01%
37
+4
259
$3K 0.01%
+163
260
$3K 0.01%
2,000
261
$3K 0.01%
45
+6
262
$3K 0.01%
45
263
$3K 0.01%
112
264
$3K 0.01%
+232
265
$3K 0.01%
+201
266
$3K 0.01%
300
267
$3K 0.01%
+144
268
$2K 0.01%
+30
269
$2K 0.01%
+20
270
$2K 0.01%
225
271
$2K 0.01%
63
272
$2K 0.01%
+173
273
$2K 0.01%
33
274
$2K 0.01%
+63
275
$2K 0.01%
54
-191
9 10
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12 13