MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$90K 0.15%
1,412
-49
52
$88K 0.15%
533
53
$83K 0.14%
646
54
$79K 0.14%
1,550
+421
55
$76K 0.13%
480
-280
56
$75K 0.13%
2,165
+1
57
$74K 0.13%
5,472
+1,236
58
$72K 0.12%
331
+1
59
$71K 0.12%
+600
60
$70K 0.12%
788
+2
61
$69K 0.12%
910
62
$64K 0.11%
384
63
$62K 0.11%
1,586
64
$60K 0.1%
2,809
65
$59K 0.1%
397
66
$57K 0.1%
426
+10
67
$56K 0.1%
+1,585
68
$55K 0.09%
3,000
69
$54K 0.09%
886
+4
70
$53K 0.09%
1,391
71
$52K 0.09%
438
-33
72
$51K 0.09%
1,486
-51
73
$50K 0.09%
300
-5
74
$49K 0.08%
1,111
-275
75
$47K 0.08%
646
1 2
3
4 5