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
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.69M
3
+$1.6M
4
CVS icon
CVS Health
CVS
+$1.51M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.5M

Top Sells

1
+$2.89M
2
+$2.25M
3
+$1.72M
4
GE icon
GE Aerospace
GE
+$1.61M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.04M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 2.01%
+79,300
27
$1.16M 1.56%
25,165
+25,080
28
$932K 1.25%
22,135
-40,838
29
$385K 0.52%
3,562
-1,470
30
$373K 0.5%
29,825
-1,450
31
$241K 0.32%
17,600
-2,250
32
$169K 0.23%
14,250
33
$138K 0.19%
8,469
-200
34
$110K 0.15%
1,171
+10
35
$101K 0.14%
4,750
-475
36
$100K 0.13%
1,095
-300
37
$96K 0.13%
4,102
-340
38
$91K 0.12%
4,275
-8,950
39
$86K 0.12%
827
+1
40
$83K 0.11%
1,801
-45
41
$81K 0.11%
681
+9
42
$73K 0.1%
879
-23
43
$71K 0.1%
1,656
-5,938
44
$64K 0.09%
1,225
-650
45
$53K 0.07%
498
-49
46
$48K 0.06%
245
-50
47
$48K 0.06%
2,000
48
$42K 0.06%
+954
49
$40K 0.05%
+1,475
50
$40K 0.05%
510
1
2
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