MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.3M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.09M
3
+$422K
4
IYR icon
iShares US Real Estate ETF
IYR
+$213K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K

Top Sells

1
+$1.8M
2
+$1.05M
3
+$419K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$375K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$211K

Sector Composition

1 Technology 3.81%
2 Industrials 1.66%
3 Consumer Discretionary 1.07%
4 Financials 0.89%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$739K 1.27%
9,046
+39
27
$694K 1.19%
20,065
-167
28
$672K 1.15%
8,562
+244
29
$569K 0.98%
6,290
-62
30
$488K 0.84%
16,873
-217
31
$430K 0.74%
4,539
+244
32
$422K 0.72%
+8,344
33
$420K 0.72%
10,861
-708
34
$409K 0.7%
25,533
-1,598
35
$392K 0.67%
19,411
-455
36
$379K 0.65%
18,463
-2,478
37
$362K 0.62%
947
+138
38
$359K 0.62%
8,959
-59
39
$331K 0.57%
1,597
40
$324K 0.56%
8,538
-85
41
$299K 0.51%
9,056
+86
42
$244K 0.42%
5,418
43
$239K 0.41%
9,768
-7,576
44
$227K 0.39%
14,120
+118
45
$222K 0.38%
4,330
46
$214K 0.37%
2,538
+2,529
47
$198K 0.34%
43
48
$193K 0.33%
1,270
-1,280
49
$180K 0.31%
11,934
+672
50
$172K 0.3%
5,723
-32
1
2
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