MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$202K
3
+$200K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$93K

Top Sells

1
+$162K
2
+$118K
3
+$117K
4
MVF icon
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$100K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$80K 0.43%
3,070
27
$80K 0.43%
1,015
28
$79K 0.43%
4,660
29
$77K 0.41%
700
+130
30
$74K 0.4%
5,500
-2,300
31
$73K 0.39%
1,116
+931
32
$71K 0.38%
4,625
-1,700
33
$69K 0.37%
5,626
34
$60K 0.32%
1,099
35
$58K 0.31%
+2,525
36
$53K 0.29%
450
37
$46K 0.25%
994
38
$46K 0.25%
375
39
$45K 0.24%
758
-398
40
$44K 0.24%
+521
41
$42K 0.23%
1,463
+357
42
$40K 0.22%
1,120
+4
43
$38K 0.2%
788
+620
44
$37K 0.2%
2,375
45
$36K 0.19%
+246
46
$33K 0.18%
+233
47
$32K 0.17%
+262
48
$31K 0.17%
229
-318
49
$30K 0.16%
400
50
$29K 0.16%
269
+144
1
2
3 4 5