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
451
$466 ﹤0.01%
5
452
$445 ﹤0.01%
285
+25
453
$437 ﹤0.01%
+3
454
$396 ﹤0.01%
4
455
$381 ﹤0.01%
+8
456
$371 ﹤0.01%
10
457
$340 ﹤0.01%
6
458
$332 ﹤0.01%
3
459
$307 ﹤0.01%
8
460
$306 ﹤0.01%
11
461
$278 ﹤0.01%
10
462
$273 ﹤0.01%
9
463
$264 ﹤0.01%
361
464
$259 ﹤0.01%
170
465
$257 ﹤0.01%
9
466
$236 ﹤0.01%
7
467
$235 ﹤0.01%
8
468
$235 ﹤0.01%
28
469
$222 ﹤0.01%
6
470
$220 ﹤0.01%
6
471
$198 ﹤0.01%
333
472
$196 ﹤0.01%
10
473
$189 ﹤0.01%
49
474
$170 ﹤0.01%
+2
475
$166 ﹤0.01%
10
17 18
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20 21