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
$107M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.34M
3
+$3.1M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.27M
5
LEO
BNY Mellon Strategic Municipals
LEO
+$1.95M

Top Sells

1
+$4.29M
2
+$2.54M
3
+$2.46M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.87M
5
DOG icon
ProShares Short Dow30
DOG
+$296K

Sector Composition

1 Utilities 11.64%
2 Real Estate 7.36%
3 Communication Services 3.46%
4 Healthcare 2.95%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 1.86%
73,880
+12,570
27
$1.95M 1.82%
+232,770
28
$1.25M 1.16%
56,172
+9,460
29
$1.11M 1.03%
5,220
-451
30
$562K 0.52%
12,660
-2,265
31
$504K 0.47%
39,065
-300
32
$420K 0.39%
36,250
+1,000
33
$327K 0.3%
21,260
-7,175
34
$316K 0.29%
3,431
-3,219
35
$283K 0.26%
18,400
36
$269K 0.25%
2,485
+1,262
37
$166K 0.15%
1,508
-1,386
38
$138K 0.13%
1,790
-376
39
$131K 0.12%
3,329
-667
40
$125K 0.12%
1,095
41
$122K 0.11%
5,320
+845
42
$104K 0.1%
6,530
-3,689
43
$97K 0.09%
1,946
-495
44
$84K 0.08%
990
-110
45
$72K 0.07%
958
+2
46
$65K 0.06%
616
-9
47
$48K 0.04%
3,605
-895
48
$46K 0.04%
1,475
49
$42K 0.04%
419
-6
50
$42K 0.04%
510
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2
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