MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.2M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$296K
3
+$264K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$179K

Top Sells

1
+$108K
2
+$77.3K
3
+$65.3K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$58K
5
IIM icon
Invesco Value Municipal Income Trust
IIM
+$56.4K

Sector Composition

1 Real Estate 1.64%
2 Industrials 1.33%
3 Communication Services 0.72%
4 Consumer Staples 0.45%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$15K 0.07%
218
+1
77
$14K 0.07%
141
+1
78
$14K 0.07%
78
+26
79
$13K 0.06%
+109
80
$13K 0.06%
+103
81
$13K 0.06%
125
-144
82
$13K 0.06%
134
83
$12K 0.06%
199
84
$12K 0.06%
100
85
$11K 0.05%
85
+27
86
$11K 0.05%
124
+102
87
$11K 0.05%
56
88
$10K 0.05%
186
+3
89
$10K 0.05%
381
90
$10K 0.05%
108
91
$9K 0.04%
260
+1
92
$9K 0.04%
+154
93
$8K 0.04%
252
94
$8K 0.04%
105
-176
95
$8K 0.04%
100
96
$8K 0.04%
+143
97
$8K 0.04%
400
98
$8K 0.04%
72
99
$7K 0.03%
97
100
$7K 0.03%
2,000
2 3
4
5 6