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
$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
476
$2.67K ﹤0.01%
22
-71
477
$2.67K ﹤0.01%
146
-385
478
$2.61K ﹤0.01%
59
-191
479
$2.6K ﹤0.01%
24
-80
480
$2.59K ﹤0.01%
1
-1
481
$2.59K ﹤0.01%
45
-259
482
$2.58K ﹤0.01%
68
483
$2.54K ﹤0.01%
13
-15
484
$2.54K ﹤0.01%
30
485
$2.53K ﹤0.01%
88
+1
486
$2.53K ﹤0.01%
181
-299
487
$2.53K ﹤0.01%
373
-1,047
488
$2.51K ﹤0.01%
27
-89
489
$2.49K ﹤0.01%
165
-572
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$2.49K ﹤0.01%
92
491
$2.48K ﹤0.01%
22
-25
492
$2.48K ﹤0.01%
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-26
493
$2.47K ﹤0.01%
11
-21
494
$2.47K ﹤0.01%
26
495
$2.47K ﹤0.01%
34
496
$2.47K ﹤0.01%
40
-135
497
$2.46K ﹤0.01%
59
+58
498
$2.44K ﹤0.01%
43
-141
499
$2.43K ﹤0.01%
400
500
$2.4K ﹤0.01%
143
18 19
20
21 22