MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.5M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.22M
3 +$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$946K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$916K

Top Sells

1 +$1.17M
2 +$279K
3 +$235K
4
SAIC icon
Saic
SAIC
+$187K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$184K

Sector Composition

1 Technology 6.91%
2 Consumer Discretionary 5.3%
3 Financials 1.56%
4 Communication Services 0.81%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
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577
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578
-678
579
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580
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581
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582
-2,051
583
-10
584
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585
-30
586
-468