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
626
-4
627
-33
628
-43
629
-214
630
-59
631
-610
632
-87
633
-8
634
-25
635
-6
636
-54
637
-9
638
-1
639
-39
640
-23
641
-16
642
-75
643
-18
644
-3
645
-26
646
-2,057
647
-130
648
-116
649
-8
650
-671