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
401
$5.04K 0.01%
147
402
$5.01K 0.01%
46
-72
403
$5.01K 0.01%
68
404
$5K 0.01%
350
405
$4.95K 0.01%
374
406
$4.93K 0.01%
30
-51
407
$4.9K 0.01%
98
+3
408
$4.9K 0.01%
119
-212
409
$4.89K 0.01%
+26
410
$4.8K 0.01%
162
-531
411
$4.76K 0.01%
270
412
$4.72K 0.01%
184
413
$4.67K 0.01%
12
-11
414
$4.39K 0.01%
106
415
$4.32K 0.01%
65
416
$4.26K 0.01%
604
417
$4.25K 0.01%
110
-156
418
$4.17K ﹤0.01%
97
419
$3.99K ﹤0.01%
30
-34
420
$3.94K ﹤0.01%
+872
421
$3.94K ﹤0.01%
+193
422
$3.94K ﹤0.01%
67
-208
423
$3.85K ﹤0.01%
16
-38
424
$3.85K ﹤0.01%
600
+334
425
$3.85K ﹤0.01%
8
-9
15 16
17
18 19