MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.71M
3
+$1.29M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.25M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$3.36M
2
+$2.86M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.38M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.33M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$732K 1.05%
19,925
+1,972
27
$717K 1.03%
16,019
-21,974
28
$705K 1.01%
19,132
-32,829
29
$680K 0.98%
6,682
+5
30
$670K 0.96%
1,484
-193
31
$566K 0.81%
+20,512
32
$551K 0.79%
6,132
+1,296
33
$486K 0.7%
4,510
+258
34
$475K 0.68%
1,323
+21
35
$464K 0.67%
4,229
+3,463
36
$462K 0.66%
8,698
+1,392
37
$443K 0.64%
4,235
+74
38
$436K 0.63%
1,597
39
$412K 0.59%
14,192
+2,195
40
$395K 0.57%
11,884
+1,572
41
$382K 0.55%
10,494
-37,601
42
$376K 0.54%
17,102
+3,153
43
$352K 0.51%
19,176
+17,554
44
$318K 0.46%
16,069
+2,724
45
$291K 0.42%
5,485
46
$273K 0.39%
7,070
+296
47
$238K 0.34%
675
+25
48
$222K 0.32%
+7,599
49
$215K 0.31%
4,330
50
$197K 0.28%
1,821
+219
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2
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