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
376
$3.58K 0.01%
40
-169
377
$3.41K 0.01%
10
-15
378
$3.41K 0.01%
+10
379
$3.35K 0.01%
109
+2
380
$3.28K 0.01%
39
381
$3.2K ﹤0.01%
114
382
$3.12K ﹤0.01%
65
383
$3.09K ﹤0.01%
40
384
$2.91K ﹤0.01%
86
-325
385
$2.89K ﹤0.01%
96
386
$2.82K ﹤0.01%
38
387
$2.69K ﹤0.01%
+1,169
388
$2.44K ﹤0.01%
400
389
$2.42K ﹤0.01%
59
-502
390
$2.41K ﹤0.01%
30
+1
391
$2.41K ﹤0.01%
68
392
$2.39K ﹤0.01%
26
393
$2.26K ﹤0.01%
+8
394
$2.21K ﹤0.01%
34
395
$2.16K ﹤0.01%
63
396
$2.15K ﹤0.01%
250
397
$2.09K ﹤0.01%
310
398
$2.02K ﹤0.01%
110
399
$2.02K ﹤0.01%
50
400
$1.98K ﹤0.01%
118
14 15
16
17 18