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
351
$4.78K 0.01%
49
+1
352
$4.72K 0.01%
+396
353
$4.72K 0.01%
67
354
$4.69K 0.01%
+40
355
$4.68K 0.01%
95
356
$4.58K 0.01%
+39
357
$4.56K 0.01%
123
358
$4.56K 0.01%
40
359
$4.54K 0.01%
12
360
$4.52K 0.01%
106
361
$4.5K 0.01%
110
+25
362
$4.43K 0.01%
149
363
$4.4K 0.01%
25
364
$4.39K 0.01%
+593
365
$4.38K 0.01%
+237
366
$4.37K 0.01%
+23
367
$4.32K 0.01%
112
368
$4.29K 0.01%
128
369
$4.28K 0.01%
+604
370
$4.27K 0.01%
193
371
$4.17K 0.01%
+488
372
$4.1K 0.01%
60
-5
373
$3.99K 0.01%
98
+4
374
$3.79K 0.01%
+282
375
$3.72K 0.01%
301
-399
13 14
15
16 17