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
$22.5M
AUM Growth
-$85K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$65.6K
3
+$44K
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$31K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$15K

Top Sells

1
+$379K
2
+$302K
3
+$253K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$220K
5
PMM
Putnam Managed Municipal Income
PMM
+$199K

Sector Composition

1 Real Estate 4.81%
2 Industrials 0.81%
3 Consumer Staples 0.39%
4 Communication Services 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$150K 0.67%
1,340
+1
27
$141K 0.63%
1,421
-453
28
$124K 0.55%
2,314
-574
29
$117K 0.52%
7,075
-650
30
$100K 0.44%
5,950
-3,200
31
$84K 0.37%
4,660
32
$78K 0.35%
5,626
33
$53K 0.24%
1,099
+269
34
$44K 0.2%
450
35
$44K 0.2%
+1,640
36
$43K 0.19%
2,375
37
$41K 0.18%
470
38
$40K 0.18%
370
39
$39K 0.17%
2,750
-500
40
$31K 0.14%
1,112
+4
41
$31K 0.14%
+2,057
42
$25K 0.11%
983
43
$25K 0.11%
400
-500
44
$24K 0.11%
570
45
$23K 0.1%
169
-149
46
$22K 0.1%
120
47
$22K 0.1%
708
48
$21K 0.09%
23
49
$20K 0.09%
593
-178
50
$19K 0.08%
304
+2
1
2
3 4 5