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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$354K 0.88%
9,335
-360
27
$350K 0.87%
6,877
-4,348
28
$339K 0.84%
10,176
+5,142
29
$331K 0.82%
14,302
+7,283
30
$322K 0.8%
15,501
-23,241
31
$315K 0.78%
10,747
+6,234
32
$308K 0.76%
1,844
33
$274K 0.68%
4,514
-225
34
$257K 0.64%
4,758
-817
35
$246K 0.61%
2,364
-494
36
$231K 0.57%
6,205
+267
37
$215K 0.53%
1,936
+1,628
38
$209K 0.52%
4,556
+2,701
39
$181K 0.45%
8,624
40
$178K 0.44%
7,870
-2,545
41
$164K 0.41%
2,134
42
$155K 0.38%
2,388
43
$143K 0.36%
3,004
+4
44
$143K 0.36%
6,950
45
$135K 0.34%
1,554
46
$131K 0.33%
650
47
$125K 0.31%
4,330
48
$125K 0.31%
2,091
+2,005
49
$122K 0.3%
1,806
-618
50
$121K 0.3%
5,954
-1,352
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