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
$58.1M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.91M
3
+$435K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$414K
5
NLY icon
Annaly Capital Management
NLY
+$367K

Top Sells

1
+$11.3M
2
+$9.73M
3
+$6.62M
4
UNG icon
United States Natural Gas Fund
UNG
+$4.02M
5
GLD icon
SPDR Gold Trust
GLD
+$2.66M

Sector Composition

1 Utilities 6.49%
2 Real Estate 1.94%
3 Consumer Staples 1.13%
4 Industrials 0.47%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$186K 0.32%
14,250
-10,250
27
$182K 0.31%
+15,750
28
$173K 0.3%
+13,975
29
$145K 0.25%
1,300
-1,850
30
$133K 0.23%
5,325
+2,050
31
$131K 0.23%
6,274
+800
32
$106K 0.18%
1,250
-500
33
$88K 0.15%
1,164
+90
34
$86K 0.15%
3,364
-1,390
35
$69K 0.12%
797
+1
36
$61K 0.11%
1,789
-239
37
$56K 0.1%
1,300
38
$56K 0.1%
4,100
39
$55K 0.09%
2,138
-2,678
40
$54K 0.09%
525
-125
41
$40K 0.07%
+375
42
$39K 0.07%
2,000
43
$36K 0.06%
1,168
44
$36K 0.06%
412
-525
45
$33K 0.06%
2,250
46
$32K 0.06%
800
47
$31K 0.05%
1,848
+560
48
$30K 0.05%
+180
49
$30K 0.05%
375
-1,725
50
$30K 0.05%
1,074
1
2
3 4 5