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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$182K 0.28%
1,131
+103
52
$175K 0.27%
6,988
53
$159K 0.24%
1,486
54
$156K 0.24%
1,459
+108
55
$153K 0.23%
4,832
-69
56
$147K 0.23%
1,955
+161
57
$145K 0.22%
1,507
58
$139K 0.21%
1,664
+48
59
$136K 0.21%
1,715
+16
60
$132K 0.2%
757
+20
61
$128K 0.2%
1,344
+203
62
$126K 0.19%
1,095
+162
63
$123K 0.19%
820
-33
64
$118K 0.18%
1,358
-10
65
$114K 0.17%
2,197
66
$113K 0.17%
547
67
$98.8K 0.15%
628
68
$90.9K 0.14%
1,977
69
$90.3K 0.14%
1,799
-706
70
$90K 0.14%
1,777
-133
71
$85.4K 0.13%
655
+40
72
$84.7K 0.13%
2,696
73
$82.6K 0.13%
1,596
-229
74
$81.9K 0.13%
1,327
75
$79.8K 0.12%
290
+5
1 2
3
4 5