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
276
$8.45K 0.01%
+107
277
$8.15K 0.01%
695
278
$8.1K 0.01%
138
+3
279
$8.05K 0.01%
288
280
$8.05K 0.01%
+68
281
$8.04K 0.01%
42
+36
282
$7.91K 0.01%
80
+74
283
$7.91K 0.01%
9
284
$7.86K 0.01%
66
285
$7.75K 0.01%
382
286
$7.73K 0.01%
+61
287
$7.71K 0.01%
+80
288
$7.71K 0.01%
34
+6
289
$7.67K 0.01%
59
-58
290
$7.6K 0.01%
+69
291
$7.59K 0.01%
+106
292
$7.58K 0.01%
+671
293
$7.57K 0.01%
+87
294
$7.55K 0.01%
262
+1
295
$7.54K 0.01%
657
+225
296
$7.53K 0.01%
+62
297
$7.53K 0.01%
+41
298
$7.52K 0.01%
112
299
$7.51K 0.01%
+174
300
$7.51K 0.01%
+81
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