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

Top Buys

1 +$1.89M
2 +$1.09M
3 +$422K
4
IYR icon
iShares US Real Estate ETF
IYR
+$213K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K

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
501
-398
502
-770
503
-76
504
-171
505
-106
506
-389
507
-499
508
-119
509
-36,185
510
-67,301
511
-371
512
-157
513
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514
-350
515
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516
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517
-331
518
-45
519
-372
520
-690
521
-56
522
-45
523
-6
524
-83
525
-200