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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36K 0.08%
384
77
$35K 0.07%
366
+161
78
$34K 0.07%
1,001
-6,721
79
$34K 0.07%
772
+136
80
$34K 0.07%
2,250
81
$33K 0.07%
3,270
+1,224
82
$33K 0.07%
+11
83
$32K 0.07%
883
-4,054
84
$32K 0.07%
358
+1
85
$30K 0.06%
2,126
-865
86
$29K 0.06%
366
+31
87
$29K 0.06%
526
+96
88
$27K 0.06%
353
+5
89
$27K 0.06%
648
+372
90
$26K 0.06%
537
-7,857
91
$23K 0.05%
69
+1
92
$23K 0.05%
+255
93
$23K 0.05%
256
+2
94
$22K 0.05%
300
95
$21K 0.04%
876
96
$20K 0.04%
+648
97
$19K 0.04%
120
98
$19K 0.04%
1,350
+306
99
$19K 0.04%
649
+442
100
$18K 0.04%
302
-220
2 3
4
5 6