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
$77.9M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$443K
3 +$235K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$189K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$67.3K

Top Sells

1 +$1.38M
2 +$1.19M
3 +$1.16M
4
GLD icon
SPDR Gold Trust
GLD
+$487K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$418K

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 1.8%
3 Industrials 1.23%
4 Healthcare 0.75%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
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252
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124
+2
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+112
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$9K 0.01%
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$8K 0.01%
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$7K 0.01%
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259
$7K 0.01%
+38
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94
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64
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$7K 0.01%
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$7K 0.01%
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$6K 0.01%
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275
$6K 0.01%
151