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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.8K 0.01%
+221
327
$5.79K 0.01%
+112
328
$5.77K 0.01%
+225
329
$5.77K 0.01%
71
330
$5.77K 0.01%
246
331
$5.63K 0.01%
+12
332
$5.57K 0.01%
535
+33
333
$5.52K 0.01%
+65
334
$5.33K 0.01%
+323
335
$5.3K 0.01%
+46
336
$5.3K 0.01%
+503
337
$5.19K 0.01%
+387
338
$5.12K 0.01%
1,000
339
$5.1K 0.01%
+382
340
$5.09K 0.01%
+147
341
$5.09K 0.01%
151
342
$5.09K 0.01%
+590
343
$5.08K 0.01%
30
-40
344
$5.02K 0.01%
90
+1
345
$5K 0.01%
+60
346
$4.96K 0.01%
63
347
$4.96K 0.01%
+311
348
$4.86K 0.01%
+60
349
$4.84K 0.01%
15
350
$4.84K 0.01%
+77
12 13
14
15 16