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
$20.2M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$296K
3
+$264K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$179K

Top Sells

1
+$108K
2
+$77.3K
3
+$65.3K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$58K
5
IIM icon
Invesco Value Municipal Income Trust
IIM
+$56.4K

Sector Composition

1 Real Estate 1.64%
2 Industrials 1.33%
3 Communication Services 0.72%
4 Consumer Staples 0.45%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30K 0.15%
425
52
$29K 0.14%
2,057
53
$28K 0.14%
316
+3
54
$28K 0.14%
294
+126
55
$28K 0.14%
2,250
56
$27K 0.13%
120
57
$26K 0.13%
125
58
$26K 0.13%
139
59
$25K 0.12%
661
60
$25K 0.12%
400
61
$25K 0.12%
191
-38
62
$24K 0.12%
983
63
$24K 0.12%
158
64
$22K 0.11%
408
65
$22K 0.11%
169
66
$21K 0.1%
68
-28
67
$21K 0.1%
1,375
-3,250
68
$21K 0.1%
380
69
$20K 0.1%
23
70
$19K 0.09%
+173
71
$17K 0.08%
322
+2
72
$17K 0.08%
160
73
$17K 0.08%
130
74
$15K 0.07%
190
75
$15K 0.07%
820
1 2
3
4 5