MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$332K 0.5%
27,950
+9,100
27
$323K 0.49%
10,650
-8,225
28
$300K 0.45%
13,941
-2,542
29
$257K 0.39%
19,050
-4,850
30
$228K 0.35%
9,650
-350
31
$205K 0.31%
2,595
+45
32
$180K 0.27%
14,250
33
$165K 0.25%
8,669
+1,895
34
$164K 0.25%
3,804
+3,004
35
$147K 0.22%
1,501
+1,401
36
$106K 0.16%
950
37
$99K 0.15%
1,234
+124
38
$97K 0.15%
950
+425
39
$97K 0.15%
520
-5,870
40
$84K 0.13%
3,186
41
$80K 0.12%
+672
42
$76K 0.12%
1,220
+889
43
$74K 0.11%
901
+27
44
$69K 0.1%
1,846
+45
45
$67K 0.1%
2,692
+554
46
$67K 0.1%
682
+223
47
$61K 0.09%
2,011
+829
48
$58K 0.09%
4,100
49
$43K 0.07%
413
50
$41K 0.06%
800
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