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
$77.9M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$443K
3
+$235K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$189K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$67.3K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$1.16M
4
GLD icon
SPDR Gold Trust
GLD
+$487K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$418K

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 1.8%
3 Industrials 1.23%
4 Healthcare 0.75%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$796K 1.02%
1,677
+29
27
$786K 1%
7,428
+12
28
$777K 0.99%
8,904
+29
29
$731K 0.93%
6,677
-1,387
30
$714K 0.91%
17,953
-301
31
$554K 0.71%
7,040
+5,632
32
$541K 0.69%
4,836
+1,688
33
$487K 0.62%
4,252
+59
34
$459K 0.59%
1,302
-210
35
$456K 0.58%
4,161
-538
36
$431K 0.55%
11,997
+1,620
37
$404K 0.52%
10,312
+36
38
$402K 0.51%
1,597
-222
39
$386K 0.49%
7,306
+221
40
$370K 0.47%
13,949
+392
41
$346K 0.44%
13,345
+2,238
42
$306K 0.39%
5,485
+2
43
$281K 0.36%
6,774
-318
44
$268K 0.34%
4,330
45
$254K 0.32%
43
46
$194K 0.25%
650
47
$186K 0.24%
1,602
-251
48
$180K 0.23%
1,106
-173
49
$173K 0.22%
2,197
50
$171K 0.22%
9,024
+516
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