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
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-86
402
– –
-20
403
– –
-86
404
– –
-10
405
– –
-74
406
$0 ﹤0.01%
1
407
– –
-33
408
– –
-30
13 14 15 16
17