MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K 0.01%
125
277
$2K 0.01%
71
278
$2K 0.01%
57
279
$2K 0.01%
21
280
$2K 0.01%
88
281
$2K 0.01%
21
282
$2K 0.01%
52
283
$2K 0.01%
+550
284
$2K 0.01%
28
285
$2K 0.01%
225
286
$2K 0.01%
139
287
$2K 0.01%
24
288
$2K 0.01%
+25
289
$1K ﹤0.01%
30
290
– –
0
291
$1K ﹤0.01%
53
292
$1K ﹤0.01%
15
293
$1K ﹤0.01%
86
294
$1K ﹤0.01%
20
295
$1K ﹤0.01%
100
-344
296
$1K ﹤0.01%
5
297
$1K ﹤0.01%
333
298
$1K ﹤0.01%
30
299
$1K ﹤0.01%
2,000
300
– –
-70
10 11
12
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