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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.11%
503
77
$42K 0.1%
+1,848
78
$37K 0.09%
3,000
79
$37K 0.09%
273
80
$37K 0.09%
307
81
$37K 0.09%
186
82
$37K 0.09%
4,653
-570
83
$36K 0.09%
447
+2
84
$36K 0.09%
+1,983
85
$35K 0.09%
375
86
$34K 0.08%
2,375
87
$33K 0.08%
357
-573
88
$32K 0.08%
2,434
89
$31K 0.08%
650
+591
90
$30K 0.07%
342
-909
91
$30K 0.07%
3,992
92
$30K 0.07%
733
-174
93
$30K 0.07%
2,682
+2,184
94
– –
-2,511
95
$28K 0.07%
2,250
96
– –
0
97
$27K 0.07%
334
+4
98
– –
-781
99
$27K 0.07%
465
100
– –
-1,487
2 3
4
5 6