MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$205K
3
+$200K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$92.6K

Top Sells

1
+$162K
2
+$117K
3
+$116K
4
MVF
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$99K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.08%
+33
77
$14K 0.08%
140
-100
78
$14K 0.08%
+277
79
$14K 0.08%
+385
80
$14K 0.08%
820
81
$14K 0.08%
434
-200
82
$13K 0.07%
+104
83
$13K 0.07%
+150
84
$13K 0.07%
+80
85
$13K 0.07%
+165
86
$13K 0.07%
+134
87
$12K 0.06%
+155
88
$12K 0.06%
+199
89
$12K 0.06%
+80
90
$11K 0.06%
183
+3
91
$11K 0.06%
56
92
$11K 0.06%
100
93
$10K 0.05%
+381
94
$10K 0.05%
108
+1
95
$9K 0.05%
52
+41
96
$8K 0.04%
259
97
$8K 0.04%
400
98
$8K 0.04%
72
99
$8K 0.04%
+69
100
$8K 0.04%
+144
2 3
4
5 6