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
$95.4M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.34M
3
+$1.94M
4
MMU
Western Asset Managed Municipals Fund
MMU
+$1.92M
5
LUMN icon
Lumen
LUMN
+$1.26M

Top Sells

1
+$1.15M
2
+$728K
3
+$584K
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$341K
5
MBB icon
iShares MBS ETF
MBB
+$72.9K

Sector Composition

1 Utilities 12.68%
2 Real Estate 9.96%
3 Communication Services 3.83%
4 Healthcare 2.77%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K 0.01%
175
-300
102
$5K 0.01%
700
-2,600
103
$5K 0.01%
125
104
$5K 0.01%
+23
105
$4K ﹤0.01%
+43
106
$4K ﹤0.01%
100
107
$4K ﹤0.01%
50
-53
108
$4K ﹤0.01%
275
-375
109
$4K ﹤0.01%
145
110
$4K ﹤0.01%
1,144
111
$3K ﹤0.01%
76
112
$3K ﹤0.01%
26
+25
113
$3K ﹤0.01%
35
114
$3K ﹤0.01%
25
115
$3K ﹤0.01%
1,080
-450
116
$3K ﹤0.01%
24
+22
117
$3K ﹤0.01%
350
-24
118
$3K ﹤0.01%
64
119
$3K ﹤0.01%
33
-65
120
$3K ﹤0.01%
80
121
$3K ﹤0.01%
45
+38
122
$3K ﹤0.01%
+100
123
$3K ﹤0.01%
294
+117
124
$3K ﹤0.01%
3,504
-78
125
$2K ﹤0.01%
35
-10
3 4
5
6 7