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
$98.5M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.22M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$946K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$916K

Top Sells

1
+$1.17M
2
+$279K
3
+$235K
4
SAIC icon
Saic
SAIC
+$187K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$184K

Sector Composition

1 Technology 6.91%
2 Consumer Discretionary 5.3%
3 Financials 1.56%
4 Communication Services 0.81%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.22%
1,112
77
$214K 0.22%
2,007
-325
78
$208K 0.21%
867
79
$202K 0.2%
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