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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77K 0.16%
1,449
-949
52
$74K 0.16%
760
+440
53
$71K 0.15%
533
54
$71K 0.15%
628
-1,152
55
$70K 0.15%
3,775
-2,320
56
$67K 0.14%
2,163
57
$65K 0.14%
1,497
-1,494
58
$62K 0.13%
1,586
59
$61K 0.13%
2,240
-830
60
$57K 0.12%
1,510
+50
61
$55K 0.12%
798
+56
62
$52K 0.11%
397
63
$48K 0.1%
663
64
$48K 0.1%
5,903
-1,832
65
$46K 0.1%
305
66
$45K 0.1%
896
+72
67
$45K 0.1%
398
68
$45K 0.1%
1,453
+62
69
$44K 0.09%
3,000
70
$42K 0.09%
279
71
$40K 0.09%
4,660
72
$38K 0.08%
674
73
$37K 0.08%
1,636
-212
74
$36K 0.08%
338
75
$36K 0.08%
358
1 2
3
4 5