MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$202K
3
+$200K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$93K

Top Sells

1
+$162K
2
+$118K
3
+$117K
4
MVF icon
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$100K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29K 0.16%
2,057
52
$29K 0.16%
535
+2
53
$29K 0.16%
+425
54
$28K 0.15%
661
-675
55
$28K 0.15%
183
+33
56
$27K 0.15%
96
+28
57
$27K 0.15%
2,250
58
$26K 0.14%
120
59
$25K 0.13%
125
60
$23K 0.12%
313
+3
61
$23K 0.12%
23
62
$23K 0.12%
983
63
$23K 0.12%
280
64
$22K 0.12%
+408
65
$22K 0.12%
+158
66
$22K 0.12%
139
+1
67
$21K 0.11%
281
+177
68
$21K 0.11%
+169
69
$21K 0.11%
380
+152
70
$17K 0.09%
160
71
$17K 0.09%
+130
72
$16K 0.09%
320
+2
73
$16K 0.09%
168
+40
74
$15K 0.08%
+190
75
$15K 0.08%
+550
1 2
3
4 5