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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$749K
3
+$733K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$491K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$380K

Top Sells

1
+$996K
2
+$317K
3
+$314K
4
ORCL icon
Oracle
ORCL
+$246K
5
PHYS icon
Sprott Physical Gold
PHYS
+$211K

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
526
$2K ﹤0.01%
45
527
$2K ﹤0.01%
100
528
$1.98K ﹤0.01%
64
-239
529
$1.94K ﹤0.01%
6
-7
530
$1.84K ﹤0.01%
36
-42
531
$1.84K ﹤0.01%
8
-14
532
$1.82K ﹤0.01%
12
-13
533
$1.74K ﹤0.01%
35
+1
534
$1.71K ﹤0.01%
110
535
$1.71K ﹤0.01%
16
536
$1.7K ﹤0.01%
6
-7
537
$1.66K ﹤0.01%
72
-83
538
$1.64K ﹤0.01%
9
539
$1.57K ﹤0.01%
20
-10
540
$1.53K ﹤0.01%
24
-131
541
$1.53K ﹤0.01%
11
-18
542
$1.52K ﹤0.01%
42
543
$1.51K ﹤0.01%
32
-35
544
$1.47K ﹤0.01%
29
-132
545
$1.44K ﹤0.01%
20
546
$1.37K ﹤0.01%
67
547
$1.3K ﹤0.01%
11
548
$1.26K ﹤0.01%
1,169
549
$1.22K ﹤0.01%
+25
550
$1.2K ﹤0.01%
+520
20 21
22
23 24