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
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.96%
6,298
-3,856
27
$1.76M 1.85%
131,984
+14,605
28
$1.34M 1.4%
5,671
+1,331
29
$1.32M 1.39%
61,310
-27,015
30
$1.04M 1.09%
46,712
-32,588
31
$705K 0.74%
14,925
-7,210
32
$619K 0.65%
6,650
+6,575
33
$505K 0.53%
39,365
+9,540
34
$436K 0.46%
+28,435
35
$408K 0.43%
35,250
+21,000
36
$316K 0.33%
2,894
-668
37
$264K 0.28%
18,400
+800
38
$164K 0.17%
+2,166
39
$160K 0.17%
3,996
+3,903
40
$154K 0.16%
10,219
+1,750
41
$130K 0.14%
1,223
+396
42
$120K 0.13%
2,441
+640
43
$111K 0.12%
1,095
44
$102K 0.11%
4,475
+373
45
$102K 0.11%
1,100
-71
46
$78K 0.08%
956
+77
47
$70K 0.07%
625
-56
48
$62K 0.07%
3,350
-1,400
49
$59K 0.06%
4,500
+2,650
50
$53K 0.06%
1,219
-437
1
2
3 4 5