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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 1.21%
28,446
-505
27
$1,000K 1.18%
11,199
+809
28
$989K 1.17%
10,216
-135
29
$987K 1.16%
25,287
+1,184
30
$920K 1.08%
3,879
-16
31
$867K 1.02%
11,954
+10,813
32
$863K 1.02%
9,195
-241
33
$859K 1.01%
17,603
-65
34
$857K 1.01%
41,304
+38,744
35
$854K 1.01%
9,651
-1,585
36
$758K 0.89%
10,061
+6,942
37
$726K 0.86%
6,890
-2,258
38
$672K 0.79%
12,489
-104
39
$638K 0.75%
11,014
-572
40
$609K 0.72%
26,862
-833
41
$572K 0.67%
16,208
-1,543
42
$554K 0.65%
5,988
-83
43
$553K 0.65%
19,412
-722
44
$553K 0.65%
3,244
-121
45
$527K 0.62%
4,857
-3,038
46
$442K 0.52%
1,459
47
$412K 0.49%
4,005
-35
48
$402K 0.47%
4,330
49
$396K 0.47%
2,113
-617
50
$383K 0.45%
10,820
+444
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