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
276
$9.92K 0.02%
45
+21
277
$9.84K 0.02%
203
+80
278
$9.56K 0.01%
63
279
$9.29K 0.01%
121
+1
280
$8.99K 0.01%
242
281
$8.97K 0.01%
48
282
$8.94K 0.01%
544
283
$8.8K 0.01%
140
284
$8.76K 0.01%
146
+88
285
$8.73K 0.01%
485
286
$8.44K 0.01%
185
287
$8.34K 0.01%
159
+3
288
$8.21K 0.01%
695
289
$8.17K 0.01%
108
290
$7.98K 0.01%
2,000
291
$7.91K 0.01%
746
+14
292
$7.8K 0.01%
169
+44
293
$7.63K 0.01%
250
-91
294
$7.62K 0.01%
64
295
$7.5K 0.01%
135
296
$7.43K 0.01%
+374
297
$7.38K 0.01%
146
298
$7.38K 0.01%
30
299
$7.36K 0.01%
106
300
$7.28K 0.01%
112
10 11
12
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