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
451
$3.25K ﹤0.01%
16
-43
452
$3.23K ﹤0.01%
39
-126
453
$3.17K ﹤0.01%
19
-62
454
$3.13K ﹤0.01%
114
-187
455
$3.13K ﹤0.01%
109
+105
456
$3.03K ﹤0.01%
23
-73
457
$3.03K ﹤0.01%
98
+2
458
$3.01K ﹤0.01%
221
459
$2.96K ﹤0.01%
376
-1,019
460
$2.95K ﹤0.01%
77
-257
461
$2.92K ﹤0.01%
78
-259
462
$2.89K ﹤0.01%
38
-143
463
$2.87K ﹤0.01%
133
-448
464
$2.85K ﹤0.01%
39
-126
465
$2.83K ﹤0.01%
4
-20
466
$2.82K ﹤0.01%
140
467
$2.82K ﹤0.01%
19
-60
468
$2.8K ﹤0.01%
21
-35
469
$2.74K ﹤0.01%
38
470
$2.73K ﹤0.01%
16
-18
471
$2.72K ﹤0.01%
28
-106
472
$2.71K ﹤0.01%
213
-699
473
$2.7K ﹤0.01%
24
-143
474
$2.68K ﹤0.01%
216
-380
475
$2.67K ﹤0.01%
126
-209
17 18
19
20 21