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
$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
476
$143 ﹤0.01%
3
477
$123 ﹤0.01%
23
478
$116 ﹤0.01%
2
479
$116 ﹤0.01%
16
480
$115 ﹤0.01%
+11
481
$113 ﹤0.01%
+1
482
$109 ﹤0.01%
1
-4
483
$109 ﹤0.01%
5
484
$86 ﹤0.01%
231
485
$83 ﹤0.01%
6
486
$83 ﹤0.01%
+2
487
$80 ﹤0.01%
2
488
$79 ﹤0.01%
24
-1
489
$59 ﹤0.01%
1
490
$56 ﹤0.01%
50
491
$44 ﹤0.01%
4
-4
492
$30 ﹤0.01%
+3
493
$30 ﹤0.01%
7
494
$24 ﹤0.01%
3
495
– –
0
496
– –
0
497
$11 ﹤0.01%
1
498
$9 ﹤0.01%
+14
499
$4 ﹤0.01%
+1
500
– –
0
18 19
20
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