MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$517K 0.88%
8,661
+38
27
$358K 0.61%
1,816
28
$305K 0.52%
8,215
+710
29
$282K 0.48%
2,531
+203
30
$280K 0.48%
11,707
+508
31
$269K 0.46%
9,656
+436
32
$252K 0.43%
9,182
-425
33
$250K 0.43%
9,525
+406
34
$216K 0.37%
5,482
-546
35
$203K 0.35%
2,884
+335
36
$176K 0.3%
43
37
$175K 0.3%
5,021
+360
38
$174K 0.3%
4,770
+582
39
$172K 0.29%
2,180
+24
40
$164K 0.28%
5,254
+216
41
$151K 0.26%
1,579
+9
42
$138K 0.24%
650
43
$134K 0.23%
1,240
-174
44
$119K 0.2%
2,034
45
$104K 0.18%
4,330
46
$104K 0.18%
894
+212
47
$102K 0.17%
678
-33
48
$101K 0.17%
1,763
+56
49
$99K 0.17%
1,251
-20
50
$97K 0.17%
3,634
-42
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