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
526
– –
-353
527
– –
-852
528
– –
-937
529
– –
-173
530
– –
-803
531
– –
-46
532
– –
-544
533
– –
-269
534
– –
-46
535
– –
-23
536
– –
-30
537
– –
-36
538
– –
-890
539
– –
-168
540
– –
-281
541
– –
-130
542
– –
-70
543
– –
-1,674
544
– –
-13
545
– –
-398
546
– –
-625
547
– –
-421
548
– –
-513
549
– –
-61
550
– –
-186
19 20 21
22
23