MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+3.5%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$21.1M
AUM Growth
+$929K
(+4.6%)
Cap. Flow
+$246K
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
78.35%
Holding
154
New
5
Increased
34
Reduced
17
Closed
17
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$259K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$209K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$113K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$57.2K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$51.1K |
Sector Composition
| 1 | Real Estate | 1.47% |
| 2 | Industrials | 1.28% |
| 3 | Communication Services | 0.77% |
| 4 | Consumer Staples | 0.44% |
| 5 | Healthcare | 0.28% |
