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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.71M
3
+$1.29M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.25M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$3.36M
2
+$2.86M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.38M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.33M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-339
502
$0 ﹤0.01%
6
503
$0 ﹤0.01%
3
504
$0 ﹤0.01%
5
505
$0 ﹤0.01%
2
506
$0 ﹤0.01%
+12
507
$0 ﹤0.01%
+11
508
– –
-3
509
– –
-126
510
– –
-2,463
511
– –
-234
512
– –
-357
513
$0 ﹤0.01%
40
514
– –
-217
17 18 19 20
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