MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
This Quarter Return
+0.72%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$28.6M
AUM Growth
+$28.6M
(+2.2%)
Cap. Flow
+$525K
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
64.24%
Holding
328
New
69
Increased
38
Reduced
22
Closed
43
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 2.29% |
| 2 | Technology | 1.52% |
| 3 | Financials | 1.13% |
| 4 | Energy | 0.93% |
| 5 | Real Estate | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
OA
326
DELISTED
Orbital ATK, Inc.
OA
| – | – | -27 | Closed | -$4K |
|
|
PGH
327
DELISTED
Pengrowth Energy Corporation
PGH
| – | – | -1,143 | Closed | -$1K |
|
328
Wingstop
WING
$9.16B
| – | – | -32 | Closed | -$2K |
|