MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Return 16.19%
This Quarter Return
+2.55%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$20.2M
AUM Growth
+$1.6M
Cap. Flow
+$1.19M
Cap. Flow %
5.91%
Top 10 Hldgs %
76.27%
Holding
207
New
17
Increased
39
Reduced
17
Closed
58
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
DOC icon
101
Healthpeak Properties
DOC
$12.5B
$6K 0.03%
227
+1
+0.4% +$26
IVW icon
102
iShares S&P 500 Growth ETF
IVW
$63.7B
$6K 0.03%
160
FBND icon
103
Fidelity Total Bond ETF
FBND
$20.4B
$5K 0.02%
+92
New +$5K
GOOGL icon
104
Alphabet (Google) Class A
GOOGL
$2.81T
$5K 0.02%
100
OR icon
105
OR Royalties Inc.
OR
$6.31B
$5K 0.02%
400
VAW icon
106
Vanguard Materials ETF
VAW
$2.87B
$5K 0.02%
+37
New +$5K
IGSB icon
107
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
$4K 0.02%
+82
New +$4K
IJR icon
108
iShares Core S&P Small-Cap ETF
IJR
$85.7B
$4K 0.02%
54
SCHF icon
109
Schwab International Equity ETF
SCHF
$50.3B
$4K 0.02%
248
SHYG icon
110
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
$4K 0.02%
+74
New +$4K
VBR icon
111
Vanguard Small-Cap Value ETF
VBR
$31.6B
$4K 0.02%
+35
New +$4K
WELL icon
112
Welltower
WELL
$112B
$4K 0.02%
52
GG
113
DELISTED
Goldcorp Inc
GG
$4K 0.02%
300
HEDJ icon
114
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.79B
$3K 0.01%
84
+2
+2% +$71
IJH icon
115
iShares Core S&P Mid-Cap ETF
IJH
$101B
$3K 0.01%
75
KMB icon
116
Kimberly-Clark
KMB
$42.9B
$3K 0.01%
23
LDUR icon
117
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$945M
$3K 0.01%
+26
New +$3K
MLPX icon
118
Global X MLP & Energy Infrastructure ETF
MLPX
$2.58B
$3K 0.01%
+64
New +$3K
PG icon
119
Procter & Gamble
PG
$373B
$3K 0.01%
35
XBI icon
120
SPDR S&P Biotech ETF
XBI
$5.28B
$3K 0.01%
33
XES icon
121
SPDR S&P Oil & Gas Equipment & Services ETF
XES
$157M
$3K 0.01%
+17
New +$3K
TWX
122
DELISTED
Time Warner Inc
TWX
$3K 0.01%
26
DLS icon
123
WisdomTree International SmallCap Dividend Fund
DLS
$1.03B
$2K 0.01%
21
EVRI
124
DELISTED
Everi Holdings
EVRI
$2K 0.01%
225
B
125
Barrick Mining Corporation
B
$46.5B
$2K 0.01%
100