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
426
$3.79K ﹤0.01%
7
-37
427
$3.77K ﹤0.01%
387
428
$3.68K ﹤0.01%
261
-713
429
$3.63K ﹤0.01%
18
-20
430
$3.61K ﹤0.01%
40
-80
431
$3.59K ﹤0.01%
59
-65
432
$3.58K ﹤0.01%
106
-286
433
$3.58K ﹤0.01%
39
434
$3.55K ﹤0.01%
+1
435
$3.49K ﹤0.01%
114
+2
436
$3.45K ﹤0.01%
114
437
$3.44K ﹤0.01%
84
-232
438
$3.43K ﹤0.01%
263
439
$3.43K ﹤0.01%
24
-50
440
$3.41K ﹤0.01%
13
-278
441
$3.41K ﹤0.01%
44
-50
442
$3.35K ﹤0.01%
114
443
$3.34K ﹤0.01%
22
-87
444
$3.34K ﹤0.01%
12
-15
445
$3.32K ﹤0.01%
23
-73
446
$3.31K ﹤0.01%
86
-245
447
$3.3K ﹤0.01%
1,824
448
$3.27K ﹤0.01%
42
-160
449
$3.25K ﹤0.01%
15
-84
450
$3.25K ﹤0.01%
127
+61
16 17
18
19 20