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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.63M
3
+$1.36M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$945K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$909K

Top Sells

1
+$759K
2
+$513K
3
+$498K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$470K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$418K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+15
252
$2K ﹤0.01%
37
253
$2K ﹤0.01%
+44
254
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+11
255
$2K ﹤0.01%
+118
256
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42
-17
257
$2K ﹤0.01%
+202
258
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36
259
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58
-17
260
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+50
261
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+141
262
$2K ﹤0.01%
21
263
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49
264
$2K ﹤0.01%
+67
265
$2K ﹤0.01%
+44
266
$2K ﹤0.01%
28
267
$2K ﹤0.01%
38
268
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+117
269
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+214
270
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148
-24
271
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66
+1
272
$2K ﹤0.01%
62
-28
273
$2K ﹤0.01%
+78
274
$2K ﹤0.01%
+200
275
$2K ﹤0.01%
74
+1
9 10
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