MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K 0.01%
+26
252
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+24
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$3K 0.01%
35
254
$3K 0.01%
+164
255
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+87
256
$3K 0.01%
80
257
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36
258
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+27
259
$3K 0.01%
33
260
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+45
261
$3K 0.01%
+27
262
$3K 0.01%
+155
263
$3K 0.01%
30
-3
264
$3K 0.01%
+68
265
$3K 0.01%
144
266
$2K 0.01%
30
267
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268
$2K 0.01%
99
269
$2K 0.01%
172
-150
270
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234
+4
271
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8
272
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273
$2K 0.01%
91
274
$2K 0.01%
44
275
$2K 0.01%
37
9 10
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