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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.81M
3
+$1.46M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$841K

Top Sells

1
+$3.34M
2
+$2.86M
3
+$1.69M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.37M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.22M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$192K 0.27%
43
52
$187K 0.27%
2,197
53
$178K 0.25%
1,128
+22
54
$170K 0.24%
9,456
+432
55
$160K 0.23%
2,514
-19,201
56
$147K 0.21%
1,881
+106
57
$142K 0.2%
1,647
+6
58
$140K 0.2%
681
59
$137K 0.2%
840
+40
60
$137K 0.2%
1,661
+175
61
$135K 0.19%
830
+151
62
$125K 0.18%
4,660
63
$122K 0.17%
2,364
+307
64
$106K 0.15%
547
+14
65
$105K 0.15%
646
66
$99K 0.14%
2,600
67
$99K 0.14%
1,497
+368
68
$92K 0.13%
332
69
$89K 0.13%
1,591
+1
70
$89K 0.13%
4,350
71
$83K 0.12%
1,327
72
$83K 0.12%
2,364
-1,631
73
$82K 0.12%
384
74
$82K 0.12%
1,030
-20
75
$79K 0.11%
1,391
1 2
3
4 5