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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$931K 1.43%
11,341
+362
27
$873K 1.34%
10,493
-81
28
$854K 1.31%
17,720
-16
29
$849K 1.31%
9,729
-93
30
$826K 1.27%
22,685
+2,490
31
$619K 0.95%
17,887
-111
32
$584K 0.9%
20,312
-307
33
$578K 0.89%
12,725
+12
34
$558K 0.86%
28,114
-51
35
$551K 0.85%
6,010
-167
36
$459K 0.71%
4,610
+55
37
$433K 0.67%
10,941
+14
38
$390K 0.6%
1,488
+67
39
$386K 0.59%
21,402
-91
40
$358K 0.55%
10,417
+515
41
$344K 0.53%
8,482
-538
42
$344K 0.53%
776
+6
43
$304K 0.47%
5,829
44
$300K 0.46%
1,464
45
$275K 0.42%
4,330
46
$273K 0.42%
43
47
$255K 0.39%
14,302
+182
48
$210K 0.32%
12,036
+36
49
$206K 0.32%
4,660
50
$202K 0.31%
1,245
-18
1
2
3 4 5