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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.44%
9,321
-1,648
52
$362K 0.43%
1,455
-88
53
$351K 0.41%
1,430
+8
54
$348K 0.41%
3,476
55
$339K 0.4%
8,426
-148
56
$336K 0.4%
+12,150
57
$322K 0.38%
5,765
-64
58
$310K 0.37%
2,035
+1,998
59
$301K 0.35%
43
60
$284K 0.33%
1,737
+2
61
$258K 0.3%
13,958
-444
62
$248K 0.29%
3,851
-188
63
$241K 0.28%
1,710
-30
64
$234K 0.28%
12,426
+147
65
$231K 0.27%
1,328
+158
66
$215K 0.25%
888
+824
67
$212K 0.25%
4,660
68
$208K 0.24%
3,780
+3,563
69
$206K 0.24%
+6,500
70
$202K 0.24%
1,811
+1,800
71
$193K 0.23%
2,070
-112
72
$181K 0.21%
2,051
+586
73
$169K 0.2%
1,115
-79
74
$164K 0.19%
1,173
+854
75
$163K 0.19%
1,166
+54
1 2
3
4 5