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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$161K 0.19%
2,076
+1,193
77
$160K 0.19%
420
78
$157K 0.19%
782
+560
79
$155K 0.18%
6,113
-878
80
$152K 0.18%
429
+239
81
$150K 0.18%
1,472
-35
82
$150K 0.18%
1,657
+499
83
$147K 0.17%
577
+200
84
$146K 0.17%
4,846
+2,892
85
$145K 0.17%
754
-4
86
$144K 0.17%
1,770
+24
87
$143K 0.17%
842
+604
88
$143K 0.17%
1,251
+29
89
$142K 0.17%
4,428
-403
90
$140K 0.17%
303
91
$139K 0.16%
1,014
-17
92
$132K 0.16%
1,664
+33
93
$131K 0.15%
368
+6
94
$131K 0.15%
2,736
+6
95
$127K 0.15%
2,424
-150
96
$127K 0.15%
408
+399
97
$127K 0.15%
803
-18
98
$126K 0.15%
1,220
+65
99
$126K 0.15%
1,004
+53
100
$125K 0.15%
2,400
2 3
4
5 6