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

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

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
$2K ﹤0.01%
+11
255
$2K ﹤0.01%
42
-17
256
$2K ﹤0.01%
+202
257
$2K ﹤0.01%
36
258
$2K ﹤0.01%
58
-17
259
$2K ﹤0.01%
+50
260
$2K ﹤0.01%
+141
261
$2K ﹤0.01%
21
262
$2K ﹤0.01%
49
263
$2K ﹤0.01%
+67
264
$2K ﹤0.01%
+44
265
$2K ﹤0.01%
28
266
$2K ﹤0.01%
38
267
$2K ﹤0.01%
+117
268
$2K ﹤0.01%
+214
269
$2K ﹤0.01%
148
-24
270
$2K ﹤0.01%
66
+1
271
$2K ﹤0.01%
+118
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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