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
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
1,138
-100
77
$11K 0.01%
243
+145
78
$10K 0.01%
125
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79
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80
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81
$9K 0.01%
262
82
$9K 0.01%
140
83
$9K 0.01%
6,800
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84
$8K 0.01%
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87
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+200
88
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250
89
$8K 0.01%
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108
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55
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92
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99
$5K 0.01%
91
100
$5K 0.01%
105
2 3
4
5 6