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
$77.9M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$446K
3
+$235K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$204K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$66.4K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$1.16M
4
GLD icon
SPDR Gold Trust
GLD
+$478K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$419K

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 1.8%
3 Industrials 1.23%
4 Healthcare 0.75%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
333
377
$1K ﹤0.01%
5
378
$1K ﹤0.01%
38
379
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76
380
$1K ﹤0.01%
3
381
$1K ﹤0.01%
23
382
$1K ﹤0.01%
2
383
$1K ﹤0.01%
+60
384
– –
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385
$0 ﹤0.01%
6
386
– –
-49
387
– –
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388
$0 ﹤0.01%
1
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389
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2
390
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6
392
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393
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394
$0 ﹤0.01%
6
-97
395
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398
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399
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400
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