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
$22.5M
AUM Growth
-$85K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$65.6K
3
+$44K
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$31K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$15K

Top Sells

1
+$379K
2
+$302K
3
+$253K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$220K
5
PMM
Putnam Managed Municipal Income
PMM
+$199K

Sector Composition

1 Real Estate 4.81%
2 Industrials 0.81%
3 Consumer Staples 0.39%
4 Communication Services 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19K 0.08%
125
52
$19K 0.08%
150
53
$19K 0.08%
138
54
$16K 0.07%
67
55
$16K 0.07%
303
+168
56
$15K 0.07%
+160
57
$15K 0.07%
+504
58
$15K 0.07%
+820
59
$14K 0.06%
125
60
$13K 0.06%
314
+1
61
$13K 0.06%
56
62
$11K 0.05%
+173
63
$11K 0.05%
184
+29
64
$11K 0.05%
+128
65
$10K 0.04%
+400
66
$10K 0.04%
+106
67
$10K 0.04%
138
+2
68
$8K 0.04%
103
+1
69
$8K 0.04%
+125
70
$8K 0.04%
100
71
$8K 0.04%
+176
72
$8K 0.04%
258
+1
73
$7K 0.03%
100
74
$6K 0.03%
200
-200
75
$5K 0.02%
63
1 2
3
4 5