MIM

Macroview Investment Management Portfolio holdings

AUM $122M
This Quarter Return
-10.47%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$46.6M
AUM Growth
+$46.6M
Cap. Flow
+$4.58M
Cap. Flow %
9.84%
Top 10 Hldgs %
63.75%
Holding
372
New
71
Increased
57
Reduced
70
Closed
58

Top Buys

1
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$2.11M
2
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$1.38M
3
PFF icon
iShares Preferred and Income Securities ETF
PFF
$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$797K

Top Sells

1
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
$627K
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
$525K
3
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
$380K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$150B
$318K 0.68%
6,376
-1,066
-14% -$53.2K
UNP icon
27
Union Pacific
UNP
$133B
$256K 0.55%
1,816
– –
IEUR icon
28
iShares Core MSCI Europe ETF
IEUR
$6.85B
$213K 0.46%
5,747
-1,051
-15% -$39K
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$100B
$188K 0.4%
1,305
-460
-26% -$66.3K
XBI icon
30
SPDR S&P Biotech ETF
XBI
$5.07B
$187K 0.4%
2,421
+2,388
+7,236% +$184K
BOTZ icon
31
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.84B
$164K 0.35%
+9,048
New +$164K
SNSR icon
32
Global X Internet of Things ETF
SNSR
$224M
$164K 0.35%
+8,972
New +$164K
CLOU icon
33
Global X Cloud Computing ETF
CLOU
$314M
$156K 0.33%
+10,690
New +$156K
D icon
34
Dominion Energy
D
$51.1B
$154K 0.33%
2,134
– –
CHIQ icon
35
Global X MSCI China Consumer Discretionary ETF
CHIQ
$243M
$151K 0.32%
+9,314
New +$151K
VCIT icon
36
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.4B
$136K 0.29%
1,557
+3
+0.2% +$262
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$135K 0.29%
1,610
+323
+25% +$27.1K
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.09T
$119K 0.25%
650
– –
CIBR icon
39
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.5B
$119K 0.25%
+4,621
New +$119K
SPEM icon
40
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$118K 0.25%
4,155
-22,087
-84% -$627K
IJR icon
41
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$117K 0.25%
2,082
+441
+27% +$24.8K
NVR icon
42
NVR
NVR
$22.4B
$110K 0.24%
43
– –
MLN icon
43
VanEck Long Muni ETF
MLN
$533M
$106K 0.23%
5,175
-1,130
-18% -$23.1K
MILN icon
44
Global X Millennial Consumer ETF
MILN
$129M
$102K 0.22%
+5,093
New +$102K
COKE icon
45
Coca-Cola Consolidated
COKE
$10.2B
$90K 0.19%
433
– –
MTUM icon
46
iShares MSCI USA Momentum Factor ETF
MTUM
$18.1B
$88K 0.19%
831
-151
-15% -$16K
VNQ icon
47
Vanguard Real Estate ETF
VNQ
$34.6B
$88K 0.19%
1,258
+218
+21% +$15.3K
ITM icon
48
VanEck Intermediate Muni ETF
ITM
$1.94B
$85K 0.18%
1,738
-538
-24% -$26.3K
XLK icon
49
Technology Select Sector SPDR Fund
XLK
$83.9B
$82K 0.18%
1,016
-15
-1% -$1.21K
IWM icon
50
iShares Russell 2000 ETF
IWM
$67B
$81K 0.17%
710
-18
-2% -$2.05K
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