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
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.69M
3
+$1.6M
4
CVS icon
CVS Health
CVS
+$1.51M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.5M

Top Sells

1
+$2.89M
2
+$2.25M
3
+$1.72M
4
GE icon
GE Aerospace
GE
+$1.61M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.04M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.05%
1,440
-227
52
$38K 0.05%
1,512
-588
53
$36K 0.05%
180
54
$36K 0.05%
800
-250
55
$34K 0.05%
+3,300
56
$33K 0.04%
1,074
57
$33K 0.04%
509
-480
58
$30K 0.04%
2,000
59
$29K 0.04%
508
+8
60
$29K 0.04%
+2,914
61
$28K 0.04%
2,251
62
$28K 0.04%
825
+100
63
$24K 0.03%
1,850
64
$23K 0.03%
+1,740
65
$23K 0.03%
+384
66
$22K 0.03%
500
67
$21K 0.03%
508
+8
68
$21K 0.03%
1,055
-100
69
$21K 0.03%
+250
70
$20K 0.03%
1,000
71
$19K 0.03%
+861
72
$18K 0.02%
1,238
+200
73
$18K 0.02%
642
+80
74
$18K 0.02%
215
+6
75
$17K 0.02%
94
+2
1 2
3
4 5