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
$28.6M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$357K
3
+$303K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$185K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$168K

Top Sells

1
+$578K
2
+$401K
3
+$130K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$120K
5
TSLA icon
Tesla
TSLA
+$106K

Sector Composition

1 Industrials 2.29%
2 Technology 1.52%
3 Financials 1.13%
4 Energy 0.93%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$70K 0.24%
1,391
52
$66K 0.23%
4,696
53
$66K 0.23%
458
54
$66K 0.23%
398
55
$59K 0.21%
4,330
56
$58K 0.2%
541
57
$58K 0.2%
4,625
58
$56K 0.2%
4,006
+5
59
$55K 0.19%
973
+1
60
$55K 0.19%
671
61
$51K 0.18%
417
62
$51K 0.18%
417
63
$45K 0.16%
202
64
$45K 0.16%
5,923
65
$45K 0.16%
762
+1
66
$43K 0.15%
212
67
$40K 0.14%
307
68
$40K 0.14%
2,240
69
$40K 0.14%
375
70
$39K 0.14%
200
+7
71
$39K 0.14%
994
72
$36K 0.13%
450
73
$36K 0.13%
2,375
74
$36K 0.13%
492
75
$35K 0.12%
263
1 2
3
4 5