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
$55.8M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.86M
3
+$1.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$457K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$212K

Top Sells

1
+$4.57M
2
+$2.15M
3
+$790K
4
SH icon
ProShares Short S&P500
SH
+$570K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$404K

Sector Composition

1 Real Estate 8.1%
2 Utilities 7.24%
3 Consumer Staples 1.25%
4 Industrials 0.75%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$213K 0.38%
18,850
+3,100
27
$211K 0.38%
10,000
+4,675
28
$201K 0.36%
16,725
+2,750
29
$193K 0.35%
2,550
-900
30
$169K 0.3%
14,250
31
$127K 0.23%
6,774
+500
32
$105K 0.19%
950
-350
33
$105K 0.19%
1,250
34
$90K 0.16%
1,110
-54
35
$85K 0.15%
3,186
-178
36
$76K 0.14%
874
+77
37
$69K 0.12%
1,801
+12
38
$55K 0.1%
4,100
39
$54K 0.1%
+325
40
$53K 0.09%
+600
41
$52K 0.09%
525
42
$50K 0.09%
2,138
43
$43K 0.08%
413
+338
44
$42K 0.08%
459
+47
45
$41K 0.07%
2,000
46
$39K 0.07%
375
47
$37K 0.07%
800
-500
48
$34K 0.06%
1,182
+113
49
$34K 0.06%
800
50
$33K 0.06%
180
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