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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$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
+$627K
2
+$525K
3
+$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 Change
in Stake 		Capital Flow
26
$318K 0.68%
6,376
-1,066
27
$256K 0.55%
1,816
28
$213K 0.46%
5,747
-1,051
29
$188K 0.4%
6,525
-2,300
30
$187K 0.4%
2,421
+2,388
31
$164K 0.35%
+9,048
32
$164K 0.35%
+8,972
33
$156K 0.33%
+10,690
34
$154K 0.33%
2,134
35
$151K 0.32%
+9,314
36
$136K 0.29%
1,557
+3
37
$135K 0.29%
1,610
+323
38
$119K 0.25%
650
39
$119K 0.25%
+4,621
40
$118K 0.25%
4,155
-22,087
41
$117K 0.25%
2,082
+441
42
$110K 0.24%
43
43
$106K 0.23%
5,175
-1,130
44
$102K 0.22%
+5,093
45
$90K 0.19%
4,330
46
$88K 0.19%
831
-151
47
$88K 0.19%
1,258
+218
48
$85K 0.18%
1,738
-538
49
$82K 0.18%
1,016
-15
50
$81K 0.17%
710
-18
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