MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$45K 0.08%
398
+16
77
$44K 0.08%
+558
78
$44K 0.08%
736
79
$44K 0.08%
1,360
80
$44K 0.08%
1,324
+292
81
$42K 0.07%
834
+744
82
$41K 0.07%
4,660
83
$41K 0.07%
2,250
84
$41K 0.07%
560
85
$39K 0.07%
650
86
$39K 0.07%
338
87
$39K 0.07%
672
+48
88
$39K 0.07%
1,392
-598
89
$38K 0.07%
1,346
90
$38K 0.07%
+16,000
91
$37K 0.06%
338
+1
92
$34K 0.06%
508
+2
93
$33K 0.06%
312
94
$32K 0.05%
361
+4
95
$32K 0.05%
643
-254
96
$32K 0.05%
+1,698
97
$32K 0.05%
+1,832
98
$31K 0.05%
257
+1
99
$30K 0.05%
1,644
+165
100
$28K 0.05%
120
2 3
4
5 6