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
$32M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$722K
3
+$609K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$569K
5
ORCL icon
Oracle
ORCL
+$443K

Top Sells

1
+$577K
2
+$330K
3
+$281K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$252K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$200K

Sector Composition

1 Technology 2.99%
2 Industrials 2.35%
3 Financials 1.1%
4 Energy 0.89%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$85K 0.27%
1,504
52
$83K 0.26%
1,690
53
$83K 0.26%
768
+639
54
$81K 0.25%
663
+17
55
$81K 0.25%
9,295
56
$81K 0.25%
2,479
+7
57
$79K 0.25%
4,330
58
$77K 0.24%
3,070
59
$71K 0.22%
812
+723
60
$70K 0.22%
398
61
$70K 0.22%
973
62
$68K 0.21%
437
-21
63
$68K 0.21%
1,391
64
$65K 0.2%
4,696
65
$64K 0.2%
1,646
-1,186
66
$61K 0.19%
442
+25
67
$54K 0.17%
4,625
68
$49K 0.15%
763
+1
69
$46K 0.14%
212
70
$46K 0.14%
+1,808
71
$45K 0.14%
554
-117
72
$44K 0.14%
5,923
73
$41K 0.13%
307
74
$41K 0.13%
503
+53
75
$41K 0.13%
2,240
1 2
3
4 5