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
$22.5M
AUM Growth
-$85K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$65.6K
3
+$44K
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$31K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$15K

Top Sells

1
+$379K
2
+$302K
3
+$253K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$220K
5
PMM
Putnam Managed Municipal Income
PMM
+$199K

Sector Composition

1 Real Estate 4.81%
2 Industrials 0.81%
3 Consumer Staples 0.39%
4 Communication Services 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K 0.01%
1,144
102
$1K ﹤0.01%
225
103
$1K ﹤0.01%
205
+2
104
$1K ﹤0.01%
+19
105
$1K ﹤0.01%
5
106
$1K ﹤0.01%
100
107
$1K ﹤0.01%
26
108
$1K ﹤0.01%
30
109
$1K ﹤0.01%
75
110
$0 ﹤0.01%
2
111
$0 ﹤0.01%
7
112
$0 ﹤0.01%
+25
113
– –
-110
114
$0 ﹤0.01%
5
115
– –
0
116
$0 ﹤0.01%
+4
117
– –
-1,035
118
– –
-75
119
– –
-37
120
$0 ﹤0.01%
1
121
$0 ﹤0.01%
15
122
– –
-2,000
123
– –
-10
1 2 3 4
5