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
351
$6.74K 0.01%
15
352
$6.71K 0.01%
187
-265
353
$6.69K 0.01%
85
-91
354
$6.66K 0.01%
12
355
$6.6K 0.01%
287
356
$6.57K 0.01%
65
357
$6.53K 0.01%
241
358
$6.51K 0.01%
+16
359
$6.43K 0.01%
89
360
$6.43K 0.01%
259
-68
361
$6.38K 0.01%
+330
362
$6.37K 0.01%
111
363
$6.29K 0.01%
339
364
$6.27K 0.01%
83
+1
365
$6.26K 0.01%
46
-6
366
$6.21K 0.01%
+134
367
$6.21K 0.01%
60
-60
368
$6.14K 0.01%
12
369
$6.07K 0.01%
167
370
$6.05K 0.01%
94
371
$6.03K 0.01%
+169
372
$6.02K 0.01%
169
373
$6K 0.01%
128
-48
374
$5.99K 0.01%
39
-50
375
$5.86K 0.01%
365
13 14
15
16 17