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
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$44K 0.11%
1,848
77
$43K 0.11%
542
+39
78
$40K 0.1%
3,000
79
$38K 0.1%
4,653
80
$35K 0.09%
263
-10
81
$34K 0.09%
2,375
82
$34K 0.09%
375
83
$33K 0.09%
2,434
84
$33K 0.09%
357
85
$31K 0.08%
2,250
86
$29K 0.08%
650
87
$29K 0.08%
3,775
-217
88
$29K 0.08%
733
89
$28K 0.07%
332
-115
90
– –
0
91
– –
0
92
$26K 0.07%
1,132
-47
93
$26K 0.07%
1,090
-76
94
$26K 0.07%
1,892
-58
95
$26K 0.07%
2,112
-97
96
– –
0
97
– –
0
98
$26K 0.07%
1,087
-32
99
$25K 0.06%
338
+4
100
$25K 0.06%
206
-101
2 3
4
5 6