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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2K 0.01%
61
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57
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21
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38
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$2K 0.01%
88
306
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+248
307
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36
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57
+5
309
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310
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52
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36
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$2K 0.01%
+221
314
$1K ﹤0.01%
20
315
$1K ﹤0.01%
30
316
– –
0
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53
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30
320
$1K ﹤0.01%
139
321
$1K ﹤0.01%
15
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$1K ﹤0.01%
+86
323
$1K ﹤0.01%
+13
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$1K ﹤0.01%
20
325
$1K ﹤0.01%
5
11 12
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14 15