MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
-0.11%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$22.5M
AUM Growth
-$85K
(-0.38%)
Cap. Flow
+$30K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
70.54%
Holding
123
New
21
Increased
12
Reduced
32
Closed
6
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$379K |
| 2 |
SPDR Gold Trust
GLD
|
$302K |
| 3 |
BlackRock MuniVest Fund
MVF
|
$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% |
