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
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$52K 0.05%
1,000
-225
52
$45K 0.05%
3,876
+1,625
53
$44K 0.05%
425
-73
54
$43K 0.05%
1,475
55
$40K 0.04%
510
56
$37K 0.04%
1,800
+800
57
$36K 0.04%
1,074
58
$33K 0.03%
724
+340
59
$30K 0.03%
+1,164
60
$30K 0.03%
2,000
61
$28K 0.03%
1,275
-3,000
62
$28K 0.03%
958
-482
63
$26K 0.03%
500
64
$23K 0.02%
824
-688
65
$23K 0.02%
508
66
$23K 0.02%
2,000
67
$20K 0.02%
325
-184
68
$20K 0.02%
+175
69
$20K 0.02%
250
70
$19K 0.02%
800
-25
71
$18K 0.02%
315
72
$16K 0.02%
212
73
$15K 0.02%
+200
74
$14K 0.01%
249
75
$12K 0.01%
502
+500
1 2
3
4 5