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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.3%
4,660
52
$119K 0.3%
43
53
$116K 0.29%
+305
54
$113K 0.28%
1,397
+33
55
$111K 0.28%
2,276
56
$111K 0.28%
727
57
$92K 0.23%
1,284
58
$90K 0.22%
1,014
-318
59
$87K 0.22%
2,161
+1,899
60
$86K 0.21%
1,586
-78
61
$85K 0.21%
533
62
$82K 0.2%
663
63
$80K 0.2%
3,070
64
$78K 0.19%
1,055
-100
65
– –
-2,481
66
$72K 0.18%
7,967
-1,328
67
$71K 0.18%
639
68
$69K 0.17%
398
69
$65K 0.16%
1,391
70
$55K 0.14%
397
-20
71
$53K 0.13%
3,676
-660
72
$52K 0.13%
964
-330
73
$51K 0.13%
334
74
$49K 0.12%
1,364
+1,232
75
$47K 0.12%
640
-612
1 2
3
4 5