MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.2M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$296K
3
+$264K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$179K

Top Sells

1
+$108K
2
+$77.3K
3
+$65.3K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$58K
5
IIM icon
Invesco Value Municipal Income Trust
IIM
+$56.4K

Sector Composition

1 Real Estate 1.64%
2 Industrials 1.33%
3 Communication Services 0.72%
4 Consumer Staples 0.45%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K 0.03%
227
+1
102
$6K 0.03%
160
103
$5K 0.02%
+92
104
$5K 0.02%
100
105
$5K 0.02%
400
106
$5K 0.02%
+37
107
$4K 0.02%
+82
108
$4K 0.02%
54
109
$4K 0.02%
248
110
$4K 0.02%
+74
111
$4K 0.02%
+35
112
$4K 0.02%
52
113
$4K 0.02%
300
114
$3K 0.01%
84
+2
115
$3K 0.01%
75
116
$3K 0.01%
23
117
$3K 0.01%
+26
118
$3K 0.01%
+64
119
$3K 0.01%
35
120
$3K 0.01%
33
121
$3K 0.01%
+17
122
$3K 0.01%
26
123
$2K 0.01%
21
124
$2K 0.01%
225
125
$2K 0.01%
100
3 4
5
6 7