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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$804K
3 +$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1 +$1.05M
2 +$329K
3 +$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

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
376
$5.79K 0.01%
63
-69
377
$5.78K 0.01%
278
378
$5.75K 0.01%
503
379
$5.74K 0.01%
323
380
$5.74K 0.01%
17
381
$5.71K 0.01%
112
382
$5.7K 0.01%
38
383
$5.68K 0.01%
60
384
$5.68K 0.01%
151
385
$5.67K 0.01%
+90
386
$5.67K 0.01%
151
+2
387
$5.63K 0.01%
76
388
$5.62K 0.01%
+300
389
$5.5K 0.01%
202
390
$5.4K 0.01%
190
391
$5.33K 0.01%
396
392
$5.29K 0.01%
246
393
$5.24K 0.01%
1,041
+41
394
$5.23K 0.01%
328
+9
395
$5.21K 0.01%
672
396
$5.21K 0.01%
64
+1
397
$5.18K 0.01%
24
398
$5.14K 0.01%
81
+1
399
$5.07K 0.01%
517
+10
400
$5.06K 0.01%
39