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
$98.5M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.22M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$946K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$916K

Top Sells

1
+$1.17M
2
+$279K
3
+$235K
4
SAIC icon
Saic
SAIC
+$187K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$184K

Sector Composition

1 Technology 6.91%
2 Consumer Discretionary 5.3%
3 Financials 1.56%
4 Communication Services 0.81%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$386K 0.39%
3,641
-26
52
$382K 0.38%
3,552
+18
53
$369K 0.37%
5,357
54
$352K 0.35%
43
55
$338K 0.34%
1,770
+95
56
$335K 0.34%
1,522
57
$333K 0.34%
1,462
+9
58
$324K 0.33%
6,780
+5,549
59
$321K 0.32%
7,671
-1,516
60
$320K 0.32%
8,128
+648
61
$314K 0.32%
8,242
-187
62
$311K 0.31%
13,409
+23
63
$300K 0.3%
1,575
+1
64
$285K 0.29%
4,488
+566
65
$276K 0.28%
11,515
-791
66
$265K 0.27%
4,184
-885
67
$265K 0.27%
2,111
+8
68
$253K 0.25%
432
+1
69
$253K 0.25%
+500
70
$252K 0.25%
5,210
+4,653
71
$245K 0.25%
1,293
+52
72
$233K 0.23%
2,580
73
$233K 0.23%
12,580
+96
74
$229K 0.23%
6,500
75
$224K 0.23%
420
1 2
3
4 5