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
551
$1.19K ﹤0.01%
648
552
$1.14K ﹤0.01%
11
-45
553
$1.09K ﹤0.01%
25
554
$1.02K ﹤0.01%
25
555
$1.02K ﹤0.01%
15
556
$936 ﹤0.01%
9
557
$899 ﹤0.01%
3
-41
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$870 ﹤0.01%
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$816 ﹤0.01%
+50
561
$816 ﹤0.01%
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-538
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25
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5
-11
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$687 ﹤0.01%
8
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$592 ﹤0.01%
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570
$589 ﹤0.01%
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3
572
$542 ﹤0.01%
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$528 ﹤0.01%
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574
$517 ﹤0.01%
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575
$508 ﹤0.01%
+25
21 22
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24 25