MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$205K
3
+$200K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$92.6K

Top Sells

1
+$162K
2
+$117K
3
+$116K
4
MVF
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$99K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8K 0.04%
+59
102
$8K 0.04%
+111
103
$8K 0.04%
+56
104
$8K 0.04%
+73
105
$8K 0.04%
+276
106
$8K 0.04%
+64
107
$8K 0.04%
100
108
$8K 0.04%
+175
109
$8K 0.04%
+53
110
$8K 0.04%
+103
111
$8K 0.04%
+111
112
$8K 0.04%
+228
113
$8K 0.04%
+108
114
$8K 0.04%
+68
115
$7K 0.04%
252
116
$7K 0.04%
226
+1
117
$7K 0.04%
+210
118
$7K 0.04%
+58
119
$7K 0.04%
+56
120
$7K 0.04%
+155
121
$7K 0.04%
+243
122
$7K 0.04%
+96
123
$7K 0.04%
+97
124
$7K 0.04%
2,000
125
$6K 0.03%
+54
3 4
5
6 7