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
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K 0.02%
9
+4
102
$11K 0.02%
848
103
$10K 0.02%
400
104
$10K 0.02%
364
+160
105
$10K 0.02%
104
+100
106
$10K 0.02%
250
107
$10K 0.02%
700
108
$10K 0.02%
600
109
$10K 0.02%
208
+89
110
$10K 0.02%
1,137
+478
111
$10K 0.02%
140
112
$10K 0.02%
350
113
$9K 0.01%
200
114
$9K 0.01%
900
115
$9K 0.01%
325
+75
116
$9K 0.01%
500
117
$9K 0.01%
252
+9
118
$9K 0.01%
+237
119
$9K 0.01%
120
120
$9K 0.01%
101
+1
121
$8K 0.01%
100
122
$8K 0.01%
1,880
123
$8K 0.01%
+96
124
$8K 0.01%
150
125
$8K 0.01%
+242
3 4
5
6 7