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
$22.5M
AUM Growth
-$85K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$65.6K
3
+$44K
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$31K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$15K

Top Sells

1
+$379K
2
+$302K
3
+$253K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$220K
5
PMM
Putnam Managed Municipal Income
PMM
+$199K

Sector Composition

1 Real Estate 4.81%
2 Industrials 0.81%
3 Consumer Staples 0.39%
4 Communication Services 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K 0.02%
300
-50
77
$4K 0.02%
+45
78
$4K 0.02%
+31
79
$4K 0.02%
+400
80
$3K 0.01%
25
81
$3K 0.01%
21
82
$3K 0.01%
+54
83
$3K 0.01%
22
84
$3K 0.01%
35
85
$3K 0.01%
52
86
$3K 0.01%
2,000
87
$2K 0.01%
+39
88
$2K 0.01%
100
89
$2K 0.01%
82
90
$2K 0.01%
16
91
$2K 0.01%
55
92
$2K 0.01%
34
93
$2K 0.01%
20
94
$2K 0.01%
100
95
$2K 0.01%
30
96
$2K 0.01%
75
97
$2K 0.01%
30
98
$2K 0.01%
26
99
$2K 0.01%
36
100
$2K 0.01%
+139
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4
5