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
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$301K
3
+$278K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$245K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$143K

Top Sells

1
+$930K
2
+$461K
3
+$366K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$270K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

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%
+24
252
$3K 0.01%
35
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$3K 0.01%
+164
254
$3K 0.01%
+87
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80
256
$3K 0.01%
36
257
$3K 0.01%
+27
258
$3K 0.01%
33
259
$3K 0.01%
+45
260
$3K 0.01%
+27
261
$3K 0.01%
+82
262
$3K 0.01%
+155
263
$3K 0.01%
30
-3
264
$3K 0.01%
+68
265
$3K 0.01%
144
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$2K 0.01%
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267
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30
268
$2K 0.01%
26
269
$2K 0.01%
99
270
$2K 0.01%
172
-150
271
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234
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$2K 0.01%
118
274
$2K 0.01%
91
275
$2K 0.01%
44
9 10
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12 13