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
$28M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$977K
3
+$910K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$835K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$783K

Top Sells

1
+$561K
2
+$119K
3
+$117K
4
GLD icon
SPDR Gold Trust
GLD
+$112K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Industrials 2.3%
2 Technology 1.47%
3 Financials 1.21%
4 Consumer Discretionary 0.92%
5 Real Estate 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67K 0.24%
2,463
-1,091
52
$62K 0.22%
458
+279
53
$59K 0.21%
541
-389
54
$54K 0.19%
972
+936
55
$53K 0.19%
+417
56
$52K 0.19%
4,001
-3,195
57
$51K 0.18%
+202
58
$51K 0.18%
+671
59
$50K 0.18%
417
+308
60
$46K 0.16%
5,923
-8,650
61
$45K 0.16%
450
62
$43K 0.15%
761
+1
63
$42K 0.15%
+2,240
64
$42K 0.15%
994
65
$40K 0.14%
212
+134
66
$40K 0.14%
600
+381
67
$38K 0.14%
263
+247
68
$38K 0.14%
321
69
$37K 0.13%
307
+222
70
$37K 0.13%
2,375
71
$37K 0.13%
375
72
$36K 0.13%
+492
73
$33K 0.12%
+506
74
$32K 0.11%
2,434
-2,805
75
$32K 0.11%
148
+9
1 2
3
4 5