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
$55.8M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.86M
3
+$1.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$457K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$212K

Top Sells

1
+$4.57M
2
+$2.15M
3
+$790K
4
SH icon
ProShares Short S&P500
SH
+$570K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$404K

Sector Composition

1 Real Estate 8.1%
2 Utilities 7.24%
3 Consumer Staples 1.25%
4 Industrials 0.75%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33K 0.06%
+113
52
$32K 0.06%
1,031
+550
53
$30K 0.05%
375
54
$30K 0.05%
2,251
+1
55
$30K 0.05%
1,074
56
$26K 0.05%
500
57
$25K 0.04%
500
58
$23K 0.04%
245
59
$22K 0.04%
803
60
$22K 0.04%
500
61
$22K 0.04%
1,100
62
$21K 0.04%
153
63
$21K 0.04%
500
64
$20K 0.04%
980
-868
65
$19K 0.03%
500
66
$19K 0.03%
215
67
$19K 0.03%
1,082
68
$19K 0.03%
888
69
$18K 0.03%
705
70
$17K 0.03%
780
71
$17K 0.03%
263
72
$16K 0.03%
312
73
$15K 0.03%
280
74
$15K 0.03%
331
75
$15K 0.03%
150
1 2
3
4 5