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
$28.6M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$357K
3
+$303K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$185K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$168K

Top Sells

1
+$578K
2
+$401K
3
+$130K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$120K
5
TSLA icon
Tesla
TSLA
+$106K

Sector Composition

1 Industrials 2.29%
2 Technology 1.52%
3 Financials 1.13%
4 Energy 0.93%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$152K 0.53%
887
-91
27
$145K 0.51%
2,134
28
$143K 0.5%
+7,246
29
$136K 0.48%
1,918
30
$130K 0.45%
1,554
31
$128K 0.45%
43
32
$127K 0.44%
10,500
33
$122K 0.43%
5,083
34
$121K 0.42%
650
35
$117K 0.41%
4,660
36
$113K 0.39%
1,364
37
$107K 0.37%
2,832
-788
38
$107K 0.37%
+2,277
39
$93K 0.32%
1,110
+1
40
$87K 0.3%
1,051
-236
41
$84K 0.29%
1,504
+3
42
$83K 0.29%
1,690
43
$82K 0.29%
646
44
$81K 0.28%
9,295
-400
45
$80K 0.28%
1,155
46
$78K 0.27%
3,070
47
$77K 0.27%
556
48
$77K 0.27%
2,472
+9
49
$75K 0.26%
728
-193
50
$72K 0.25%
1,664
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