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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.81M
3
+$1.46M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$841K

Top Sells

1
+$3.34M
2
+$2.86M
3
+$1.69M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.37M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.22M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78K 0.11%
471
+1
77
$78K 0.11%
2,764
-1,627
78
$76K 0.11%
691
+100
79
$74K 0.11%
385
+83
80
$74K 0.11%
963
+136
81
$74K 0.11%
+1,867
82
$72K 0.1%
572
+84
83
$70K 0.1%
397
84
$66K 0.09%
644
+104
85
$63K 0.09%
386
+3
86
$61K 0.09%
1,347
-985
87
$60K 0.09%
901
+814
88
$57K 0.08%
3,243
+700
89
$56K 0.08%
324
+95
90
$55K 0.08%
596
91
$53K 0.08%
2,097
+36
92
$51K 0.07%
837
93
$50K 0.07%
398
94
$49K 0.07%
675
+25
95
$49K 0.07%
1,780
-60
96
$48K 0.07%
2,459
97
$46K 0.07%
966
-737
98
$46K 0.07%
1,249
-650
99
$45K 0.06%
891
-1,716
100
$44K 0.06%
338
+15
2 3
4
5 6