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
$58.1M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.91M
3
+$435K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$414K
5
NLY icon
Annaly Capital Management
NLY
+$367K

Top Sells

1
+$11.3M
2
+$9.73M
3
+$6.62M
4
UNG icon
United States Natural Gas Fund
UNG
+$4.02M
5
GLD icon
SPDR Gold Trust
GLD
+$2.66M

Sector Composition

1 Utilities 6.49%
2 Real Estate 1.94%
3 Consumer Staples 1.13%
4 Industrials 0.47%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.05%
1,069
+198
52
$27K 0.05%
1,100
53
$24K 0.04%
500
-36
54
$23K 0.04%
500
+460
55
$22K 0.04%
500
56
$22K 0.04%
476
+278
57
$20K 0.03%
215
58
$20K 0.03%
+481
59
$20K 0.03%
1,082
+500
60
$20K 0.03%
500
-18
61
$18K 0.03%
+803
62
$18K 0.03%
888
63
$17K 0.03%
500
64
$17K 0.03%
263
65
$17K 0.03%
705
+411
66
$16K 0.03%
134
-200
67
$16K 0.03%
312
68
$16K 0.03%
331
+325
69
$15K 0.03%
780
70
$15K 0.03%
153
+104
71
$15K 0.03%
150
-150
72
$15K 0.03%
3,500
73
$13K 0.02%
206
-427
74
$13K 0.02%
+575
75
$13K 0.02%
245
+180
1 2
3
4 5