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
426
$908 ﹤0.01%
15
427
$866 ﹤0.01%
10
-9
428
$850 ﹤0.01%
64
-3
429
$824 ﹤0.01%
18
430
$808 ﹤0.01%
3
431
$799 ﹤0.01%
+4
432
$779 ﹤0.01%
38
433
$768 ﹤0.01%
24
434
$755 ﹤0.01%
8
435
$742 ﹤0.01%
25
436
$732 ﹤0.01%
21
437
$727 ﹤0.01%
+7
438
$704 ﹤0.01%
2
439
$696 ﹤0.01%
15
440
$663 ﹤0.01%
+3
441
$637 ﹤0.01%
30
+2
442
$631 ﹤0.01%
11
443
$630 ﹤0.01%
8
444
$584 ﹤0.01%
3
445
$583 ﹤0.01%
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-9
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$575 ﹤0.01%
+21
447
$570 ﹤0.01%
12
448
$544 ﹤0.01%
188
449
$515 ﹤0.01%
4
450
$471 ﹤0.01%
1
-21
16 17
18
19 20