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
576
$502 ﹤0.01%
2
-4
577
$500 ﹤0.01%
6
578
$465 ﹤0.01%
6
579
$452 ﹤0.01%
188
580
$445 ﹤0.01%
18
581
$404 ﹤0.01%
28
-283
582
$403 ﹤0.01%
10
-42
583
$387 ﹤0.01%
34
584
$385 ﹤0.01%
3
-36
585
$383 ﹤0.01%
8
586
$376 ﹤0.01%
4
587
$366 ﹤0.01%
14
588
$359 ﹤0.01%
6
589
$301 ﹤0.01%
11
590
$291 ﹤0.01%
10
591
$289 ﹤0.01%
10
592
$276 ﹤0.01%
2
593
$260 ﹤0.01%
10
+1
594
$256 ﹤0.01%
8
595
$246 ﹤0.01%
48
-1
596
$241 ﹤0.01%
6
597
$233 ﹤0.01%
12
598
$208 ﹤0.01%
10
-28
599
$207 ﹤0.01%
361
600
$198 ﹤0.01%
170
22 23
24
25 26