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
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18K 0.03%
780
77
$17K 0.03%
92
+55
78
$17K 0.03%
+465
79
$16K 0.02%
153
80
$16K 0.02%
+1,250
81
$15K 0.02%
206
82
$15K 0.02%
141
83
$15K 0.02%
409
+5
84
$15K 0.02%
315
+33
85
$15K 0.02%
3,500
86
$14K 0.02%
210
87
$14K 0.02%
245
88
$14K 0.02%
+48
89
$14K 0.02%
280
90
$14K 0.02%
100
91
$13K 0.02%
575
92
$13K 0.02%
425
93
$13K 0.02%
236
+26
94
$13K 0.02%
463
+262
95
$12K 0.02%
150
+45
96
$12K 0.02%
963
97
$12K 0.02%
141
98
$12K 0.02%
147
+32
99
$12K 0.02%
+120
100
$12K 0.02%
200
2 3
4
5 6