MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.3M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.09M
3
+$422K
4
IYR icon
iShares US Real Estate ETF
IYR
+$213K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K

Top Sells

1
+$1.8M
2
+$1.05M
3
+$419K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$375K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$211K

Sector Composition

1 Technology 3.81%
2 Industrials 1.66%
3 Consumer Discretionary 1.07%
4 Financials 0.89%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$164K 0.28%
1,486
-125
52
$159K 0.27%
1,293
53
$153K 0.26%
+3,095
54
$151K 0.26%
+6,766
55
$143K 0.25%
1,970
+10
56
$139K 0.24%
4,660
57
$135K 0.23%
2,197
58
$133K 0.23%
1,607
-2,558
59
$131K 0.22%
1,689
+18
60
$130K 0.22%
1,534
61
$129K 0.22%
1,282
+176
62
$122K 0.21%
681
-64
63
$120K 0.21%
851
-161
64
$117K 0.2%
547
65
$116K 0.2%
1,696
+259
66
$102K 0.18%
1,121
+128
67
$99K 0.17%
916
+105
68
$92.8K 0.16%
1,841
69
$92.5K 0.16%
2,600
70
$91.6K 0.16%
736
+32
71
$86.6K 0.15%
4,350
72
$76.9K 0.13%
546
-97
73
$75.9K 0.13%
1,594
+1
74
$73.6K 0.13%
1,327
75
$72.2K 0.12%
2,405
+41
1 2
3
4 5