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
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.85%
7,669
-625
27
$307K 0.8%
1,816
-28
28
$253K 0.66%
4,121
-393
29
$250K 0.65%
6,440
-2,895
30
$241K 0.63%
5,180
+624
31
$232K 0.6%
4,155
-603
32
$219K 0.57%
1,937
+1
33
$209K 0.54%
9,876
-5,625
34
$181K 0.47%
8,361
-5,941
35
$165K 0.43%
2,134
36
$164K 0.43%
4,223
-1,982
37
$163K 0.42%
5,888
-4,859
38
$158K 0.41%
2,410
+22
39
$149K 0.39%
3,004
40
$145K 0.38%
43
41
$142K 0.37%
6,095
-1,775
42
$140K 0.36%
1,554
43
$139K 0.36%
650
44
$130K 0.34%
4,330
45
$117K 0.3%
4,660
46
$116K 0.3%
1,082
-1,282
47
$113K 0.29%
2,276
48
$113K 0.29%
727
49
$111K 0.29%
305
50
$105K 0.27%
1,364
-33
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