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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.71M
3
+$1.29M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.25M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$3.36M
2
+$2.86M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.38M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.33M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12K 0.02%
+478
252
$12K 0.02%
+187
253
$12K 0.02%
759
254
$12K 0.02%
+281
255
$12K 0.02%
+398
256
$11K 0.02%
278
+5
257
$11K 0.02%
117
258
$11K 0.02%
151
+6
259
$11K 0.02%
204
260
$11K 0.02%
+276
261
$11K 0.02%
+37
262
$10K 0.01%
185
263
$10K 0.01%
+128
264
$10K 0.01%
+91
265
$10K 0.01%
19
-14
266
$10K 0.01%
135
267
$10K 0.01%
176
268
$10K 0.01%
695
269
$10K 0.01%
+230
270
$10K 0.01%
+225
271
$10K 0.01%
485
272
$10K 0.01%
133
273
$9K 0.01%
112
274
$9K 0.01%
+18
275
$9K 0.01%
117
+1
9 10
11
12 13