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MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.89M
3
+$1.74M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.39M
5
PMM
Putnam Managed Municipal Income
PMM
+$1.34M

Top Sells

1
+$6.11M
2
+$2.63M
3
+$2.38M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$388K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
1
302
$0 ﹤0.01%
5
303
– –
-300
304
– –
-64
305
– –
-24
306
$0 ﹤0.01%
135
307
$0 ﹤0.01%
+23
308
$0 ﹤0.01%
2
309
$0 ﹤0.01%
20
310
– –
-265
311
$0 ﹤0.01%
24
312
$0 ﹤0.01%
2
313
$0 ﹤0.01%
5
9 10 11 12
13