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
$20.2M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$296K
3
+$264K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$179K

Top Sells

1
+$108K
2
+$77.3K
3
+$65.3K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$58K
5
IIM icon
Invesco Value Municipal Income Trust
IIM
+$56.4K

Sector Composition

1 Real Estate 1.64%
2 Industrials 1.33%
3 Communication Services 0.72%
4 Consumer Staples 0.45%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$100K 0.5%
4,834
+632
27
$100K 0.5%
4,670
+614
28
$98K 0.49%
920
+1
29
$96K 0.48%
+2,143
30
$94K 0.47%
7,192
+5
31
$87K 0.43%
1,499
+964
32
$84K 0.42%
5,989
-2,685
33
$84K 0.42%
700
34
$83K 0.41%
1,016
+1
35
$80K 0.4%
3,070
36
$65K 0.32%
1,099
37
$59K 0.29%
4,625
-1,001
38
$59K 0.29%
4,675
-2,000
39
$50K 0.25%
450
40
$48K 0.24%
396
+134
41
$44K 0.22%
521
42
$44K 0.22%
759
+1
43
$43K 0.21%
1,120
44
$43K 0.21%
994
45
$43K 0.21%
375
46
$41K 0.2%
2,575
+200
47
$37K 0.18%
246
48
$33K 0.16%
233
49
$31K 0.15%
183
50
$30K 0.15%
2,350
-3,150
1
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