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
$47.9M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$507K
3
+$433K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$365K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$278K

Top Sells

1
+$1.37M
2
+$541K
3
+$262K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$254K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$214K

Sector Composition

1 Technology 2.46%
2 Industrials 1.76%
3 Healthcare 0.74%
4 Financials 0.59%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-60
327
– –
-53
328
– –
-18
329
– –
-123
330
– –
-240
331
– –
-43
332
– –
-191
333
– –
-499
334
– –
-37
335
– –
-15
336
– –
-92
337
– –
-92
338
– –
-135
339
– –
-13
340
– –
-88
341
– –
-45
342
– –
-115
343
$0 ﹤0.01%
12
344
– –
-44
345
– –
-107
346
– –
-129
347
– –
-424
348
– –
-2,198
349
– –
-32
350
– –
-24
11 12 13
14
15