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
401
$1.97K ﹤0.01%
29
402
$1.94K ﹤0.01%
14
403
$1.85K ﹤0.01%
10
404
$1.8K ﹤0.01%
17
405
$1.66K ﹤0.01%
34
406
$1.57K ﹤0.01%
+28
407
$1.49K ﹤0.01%
9
408
$1.45K ﹤0.01%
2
409
$1.42K ﹤0.01%
240
+95
410
$1.38K ﹤0.01%
3
411
$1.34K ﹤0.01%
+29
412
$1.34K ﹤0.01%
42
-1
413
$1.28K ﹤0.01%
67
414
$1.27K ﹤0.01%
10
415
$1.22K ﹤0.01%
11
416
$1.19K ﹤0.01%
+12
417
$1.18K ﹤0.01%
100
418
$1.11K ﹤0.01%
520
419
$1.09K ﹤0.01%
+45
420
$1.03K ﹤0.01%
24
421
$1.02K ﹤0.01%
76
422
$970 ﹤0.01%
+10
423
$953 ﹤0.01%
+25
424
$935 ﹤0.01%
25
+1
425
$915 ﹤0.01%
25
15 16
17
18 19