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
$58.3M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.08M
3 +$422K
4
IYR icon
iShares US Real Estate ETF
IYR
+$212K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$188K

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
476
-36
477
-217
478
-100
479
-457
480
-50
481
-40
482
-315
483
-93
484
-142
485
-122
486
-448
487
-41
488
-353
489
-396
490
-1,287
491
-438
492
-70
493
-153
494
-835
495
-580
496
-223
497
-225
498
-33
499
-530
500
-27