MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.5M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.22M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$946K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$916K

Top Sells

1
+$1.17M
2
+$279K
3
+$235K
4
SAIC icon
Saic
SAIC
+$187K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$184K

Sector Composition

1 Technology 6.91%
2 Consumer Discretionary 5.3%
3 Financials 1.56%
4 Communication Services 0.81%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.33%
26,668
+726
27
$1.23M 1.24%
32,963
-327
28
$1.2M 1.21%
+30,422
29
$1.17M 1.17%
14,566
+272
30
$1.07M 1.08%
9,296
+113
31
$872K 0.88%
3,113
+80
32
$871K 0.88%
9,673
+22
33
$779K 0.78%
4,675
+10
34
$757K 0.76%
12,844
+1,653
35
$719K 0.72%
7,424
+197
36
$633K 0.64%
1,576
+1
37
$623K 0.63%
2,100
38
$578K 0.58%
2,951
+1
39
$562K 0.57%
2,563
40
$546K 0.55%
4,330
41
$502K 0.51%
15,088
+224
42
$499K 0.5%
5,524
+130
43
$480K 0.48%
4,086
+30
44
$470K 0.47%
5,320
-731
45
$461K 0.46%
3,434
+96
46
$441K 0.44%
18,550
+5,050
47
$433K 0.44%
1,959
-349
48
$431K 0.43%
9,454
-1,890
49
$420K 0.42%
10,954
+152
50
$390K 0.39%
106,808
-3,900
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