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
$28M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$977K
3
+$910K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$835K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$783K

Top Sells

1
+$561K
2
+$119K
3
+$117K
4
GLD icon
SPDR Gold Trust
GLD
+$112K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Industrials 2.3%
2 Technology 1.47%
3 Financials 1.21%
4 Consumer Discretionary 0.92%
5 Real Estate 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$134K 0.48%
6,745
-600
27
$132K 0.47%
1,554
28
$130K 0.46%
+650
29
$129K 0.46%
5,083
30
$120K 0.43%
+43
31
$110K 0.39%
4,660
32
$106K 0.38%
+6,000
33
$106K 0.38%
+1,287
34
$102K 0.36%
+1,364
35
$95K 0.34%
921
36
$90K 0.32%
1,109
+126
37
$87K 0.31%
1,501
+1
38
$86K 0.31%
804
-1,098
39
$86K 0.31%
9,695
-13,369
40
$85K 0.3%
+1,690
41
$78K 0.28%
3,070
42
$77K 0.27%
+556
43
$76K 0.27%
4,625
44
$76K 0.27%
1,155
+165
45
$75K 0.27%
+4,330
46
$74K 0.26%
+646
47
$73K 0.26%
+398
48
$72K 0.26%
+1,391
49
$71K 0.25%
+1,664
50
$68K 0.24%
4,696
-3,600
1
2
3 4 5