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
501
$2.37K ﹤0.01%
48
502
$2.37K ﹤0.01%
16
-26
503
$2.37K ﹤0.01%
43
-149
504
$2.33K ﹤0.01%
4
-31
505
$2.32K ﹤0.01%
4
-13
506
$2.32K ﹤0.01%
10
-12
507
$2.32K ﹤0.01%
116
-190
508
$2.3K ﹤0.01%
118
+1
509
$2.28K ﹤0.01%
190
-555
510
$2.28K ﹤0.01%
126
-209
511
$2.25K ﹤0.01%
393
-1,295
512
$2.25K ﹤0.01%
87
-142
513
$2.24K ﹤0.01%
25
-97
514
$2.22K ﹤0.01%
250
515
$2.21K ﹤0.01%
310
516
$2.21K ﹤0.01%
41
-46
517
$2.17K ﹤0.01%
26
-85
518
$2.17K ﹤0.01%
36
-99
519
$2.14K ﹤0.01%
178
-295
520
$2.14K ﹤0.01%
47
-77
521
$2.1K ﹤0.01%
200
522
$2.09K ﹤0.01%
29
523
$2.08K ﹤0.01%
63
524
$2.07K ﹤0.01%
142
-161
525
$2.06K ﹤0.01%
14
19 20
21
22 23