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
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$103K 0.27%
1,448
-358
52
$96K 0.25%
552
+19
53
$93K 0.24%
1,284
54
$89K 0.23%
2,161
55
$87K 0.23%
1,586
56
$86K 0.22%
4,066
-4,558
57
$83K 0.22%
663
58
$82K 0.21%
1,056
+1
59
$81K 0.21%
633
-2,926
60
$81K 0.21%
8,830
+863
61
$81K 0.21%
3,070
62
$78K 0.2%
1,274
-817
63
$77K 0.2%
3,729
-2,225
64
– –
0
65
$68K 0.18%
1,391
66
$66K 0.17%
639
67
$61K 0.16%
1,054
-8,045
68
$58K 0.15%
398
69
$56K 0.15%
3,676
70
$55K 0.14%
397
71
$54K 0.14%
586
-428
72
$53K 0.14%
334
73
$53K 0.14%
964
74
$48K 0.12%
642
+2
75
$47K 0.12%
2,237
-4,713
1 2
3
4 5