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
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.74M
3
+$1.63M
4
CVS icon
CVS Health
CVS
+$1.5M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.35M

Top Sells

1
+$2.89M
2
+$2.35M
3
+$1.73M
4
GE icon
GE Aerospace
GE
+$1.66M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.02M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
+6
277
$0 ﹤0.01%
+3
278
$0 ﹤0.01%
+2
279
$0 ﹤0.01%
+10
280
$0 ﹤0.01%
+2
281
– –
-40
282
– –
-200
283
$0 ﹤0.01%
23
284
– –
-60
285
– –
-85
286
$0 ﹤0.01%
+2
287
$0 ﹤0.01%
+44
288
$0 ﹤0.01%
+1
289
– –
-30
290
$0 ﹤0.01%
+3
291
$0 ﹤0.01%
+3
292
$0 ﹤0.01%
+5
293
– –
-12
294
– –
-325
295
– –
-14
296
$0 ﹤0.01%
+7
297
$0 ﹤0.01%
+4
298
$0 ﹤0.01%
+35
299
$0 ﹤0.01%
+6
300
– –
-39
10 11
12
13 14