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
$55.8M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.86M
3
+$1.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$457K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$212K

Top Sells

1
+$4.57M
2
+$2.15M
3
+$790K
4
SH icon
ProShares Short S&P500
SH
+$570K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$404K

Sector Composition

1 Real Estate 8.1%
2 Utilities 7.24%
3 Consumer Staples 1.25%
4 Industrials 0.75%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.03%
300
77
$15K 0.03%
243
78
$14K 0.03%
210
79
$14K 0.03%
141
80
$14K 0.03%
+404
81
$14K 0.03%
100
82
$13K 0.02%
206
83
$13K 0.02%
575
84
$13K 0.02%
137
85
$13K 0.02%
425
86
$13K 0.02%
338
+50
87
$13K 0.02%
282
+101
88
$12K 0.02%
250
89
$12K 0.02%
200
90
$12K 0.02%
3,500
91
$11K 0.02%
160
92
$11K 0.02%
963
93
$11K 0.02%
300
94
$11K 0.02%
+141
95
$11K 0.02%
848
96
$10K 0.02%
210
-266
97
$10K 0.02%
250
98
$10K 0.02%
700
99
$10K 0.02%
600
100
$10K 0.02%
245
2 3
4
5 6