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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$749K
3
+$733K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$491K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$380K

Top Sells

1
+$996K
2
+$317K
3
+$314K
4
ORCL icon
Oracle
ORCL
+$246K
5
PHYS icon
Sprott Physical Gold
PHYS
+$211K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.29K 0.01%
371
+369
327
$7.29K 0.01%
+490
328
$7.29K 0.01%
185
329
$7.28K 0.01%
+171
330
$7.26K 0.01%
250
331
$7.24K 0.01%
+30
332
$7.21K 0.01%
+50
333
$7.21K 0.01%
545
+5
334
$7.2K 0.01%
+212
335
$7.2K 0.01%
+100
336
$7.19K 0.01%
891
+591
337
$7.19K 0.01%
576
-183
338
$7.18K 0.01%
+165
339
$7.18K 0.01%
+114
340
$7.18K 0.01%
+248
341
$7.17K 0.01%
+117
342
$7.15K 0.01%
78
+26
343
$7.13K 0.01%
+84
344
$7.11K 0.01%
33
+11
345
$7.1K 0.01%
+90
346
$7.08K 0.01%
+126
347
$6.94K 0.01%
475
+6
348
$6.92K 0.01%
436
-115
349
$6.75K 0.01%
+599
350
$6.75K 0.01%
+484
12 13
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