MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.74M
3
+$1.63M
4
CVS icon
CVS Health
CVS
+$1.5M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.35M

Top Sells

1
+$2.89M
2
+$2.35M
3
+$1.73M
4
GE icon
GE Aerospace
GE
+$1.66M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.02M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$0 ﹤0.01%
135
327
– –
-25
328
– –
-20
329
$0 ﹤0.01%
+9
330
$0 ﹤0.01%
+4
331
$0 ﹤0.01%
+6
332
$0 ﹤0.01%
4
-16
333
– –
-100
334
– –
-70
10 11 12 13
14