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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$78.3K 0.12%
1,850
-250
77
$71.4K 0.11%
534
-15
78
$68.8K 0.11%
384
79
$65.9K 0.1%
398
+1
80
$65.2K 0.1%
899
+4
81
$64.8K 0.1%
562
+94
82
$64.3K 0.1%
408
+1
83
$61.8K 0.09%
1,232
84
$59.6K 0.09%
2,520
+21
85
$57.4K 0.09%
1,771
+25
86
$55.4K 0.09%
377
-92
87
$55.3K 0.08%
616
+480
88
$54.6K 0.08%
405
+4
89
$48.8K 0.08%
3,870
+4
90
$47K 0.07%
770
-201
91
$43.7K 0.07%
329
92
$43.7K 0.07%
257
93
$42.2K 0.06%
1,391
94
$41.3K 0.06%
2,250
95
$37.3K 0.06%
389
+101
96
$35.8K 0.06%
382
97
$35.1K 0.05%
166
98
$35K 0.05%
+902
99
$34.4K 0.05%
163
-60
100
$34.3K 0.05%
1,324
2 3
4
5 6