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
$32M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$716K
3
+$611K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$570K
5
ORCL icon
Oracle
ORCL
+$417K

Top Sells

1
+$560K
2
+$327K
3
+$280K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$252K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$198K

Sector Composition

1 Technology 2.99%
2 Industrials 2.35%
3 Financials 1.1%
4 Energy 0.89%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$0 ﹤0.01%
+12
352
$0 ﹤0.01%
12
353
– –
-59
354
– –
-30
355
$0 ﹤0.01%
21
356
– –
-63
357
– –
-269
358
– –
-42
359
– –
-336
360
– –
-60
361
– –
-48
362
– –
-156
363
– –
-18
364
– –
-228
365
– –
-79
366
– –
0
367
– –
-80
368
– –
-193
369
– –
-230
370
– –
-23
371
– –
-8
372
– –
-74
373
– –
-154
374
– –
-66
375
– –
-16
12 13 14
15
16