MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.1K 0.02%
+1,611
252
$11K 0.02%
611
+42
253
$11K 0.02%
+37
254
$11K 0.02%
+265
255
$11K 0.02%
+215
256
$11K 0.02%
168
-13
257
$10.9K 0.02%
+54
258
$10.9K 0.02%
+437
259
$10.8K 0.02%
+67
260
$10.8K 0.02%
+332
261
$10.8K 0.02%
120
-5
262
$10.7K 0.02%
+199
263
$10.6K 0.02%
172
+3
264
$10.5K 0.02%
+917
265
$10.5K 0.02%
76
266
$10.5K 0.02%
+622
267
$10.3K 0.02%
989
+64
268
$10.3K 0.02%
+294
269
$10.3K 0.02%
+642
270
$10.3K 0.02%
+2,165
271
$10.2K 0.02%
+325
272
$10.1K 0.02%
230
273
$10.1K 0.02%
123
+2
274
$10.1K 0.02%
+538
275
$9.94K 0.02%
+144
9 10
11
12 13