MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+0.36%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$55.8M
AUM Growth
-$2.21M
(-3.8%)
Cap. Flow
-$1.9M
Cap. Flow
% of AUM
-3.4%
Top 10 Holdings %
Top 10 Hldgs %
70.15%
Holding
247
New
14
Increased
28
Reduced
21
Closed
15
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$2.71M |
| 2 |
CMO
Capstead Mortgage Corp.
CMO
|
$1.86M |
| 3 |
Annaly Capital Management
NLY
|
$1.6M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$457K |
| 5 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$212K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$4.57M |
| 2 |
iShares MBS ETF
MBB
|
$2.15M |
| 3 |
SPDR Gold Trust
GLD
|
$790K |
| 4 |
ProShares Short S&P500
SH
|
$570K |
| 5 |
Utilities Select Sector SPDR Fund
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% |
