MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
-2.62%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$69.6M
AUM Growth
-$8.32M
(-11%)
Cap. Flow
-$4.94M
Cap. Flow
% of AUM
-7.1%
Top 10 Holdings %
Top 10 Hldgs %
44.43%
Holding
514
New
101
Increased
102
Reduced
69
Closed
58
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$3.02M |
| 2 |
Horizon Kinetics Inflation Beneficiaries ETF
INFL
|
+$1.81M |
| 3 |
Invesco S&P 500 Equal Weight Energy ETF
RSPG
|
+$1.46M |
| 4 |
Invesco S&P 500 Equal Weight Financials ETF
RSPF
|
+$1.23M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$841K |
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$3.34M |
| 2 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$2.86M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$1.69M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$1.37M |
| 5 |
Invesco KBW Bank ETF
KBWB
|
+$1.22M |
Sector Composition
| 1 | Technology | 3.77% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Industrials | 1.61% |
| 4 | Financials | 0.84% |
| 5 | Healthcare | 0.73% |
