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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10.3K 0.01%
476
-52
252
$10.3K 0.01%
230
+197
253
$10.2K 0.01%
25
+5
254
$10.2K 0.01%
138
-12
255
$10.2K 0.01%
147
+38
256
$10.2K 0.01%
204
-60
257
$10.1K 0.01%
27
-17
258
$10.1K 0.01%
74
-13
259
$9.99K 0.01%
523
+5
260
$9.96K 0.01%
250
-12
261
$9.87K 0.01%
225
262
$9.78K 0.01%
61
+28
263
$9.74K 0.01%
360
+104
264
$9.73K 0.01%
66
-85
265
$9.73K 0.01%
122
+1
266
$9.73K 0.01%
50
+33
267
$9.48K 0.01%
459
-50
268
$9.36K 0.01%
57
+1
269
$9.32K 0.01%
325
270
$9.31K 0.01%
140
271
$9.3K 0.01%
77
+1
272
$9.23K 0.01%
63
-76
273
$9.19K 0.01%
485
274
$8.99K 0.01%
1,831
275
$8.77K 0.01%
542
-237
9 10
11
12 13