MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$977K
3
+$910K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$835K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$783K

Top Sells

1
+$561K
2
+$119K
3
+$117K
4
GLD icon
SPDR Gold Trust
GLD
+$112K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Industrials 2.3%
2 Technology 1.47%
3 Financials 1.21%
4 Consumer Discretionary 0.92%
5 Real Estate 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.05%
142
+1
102
$14K 0.05%
1,260
-1,250
103
$13K 0.05%
125
104
$12K 0.04%
+506
105
$12K 0.04%
100
106
$12K 0.04%
+111
107
$12K 0.04%
+269
108
$12K 0.04%
+228
109
$11K 0.04%
145
+45
110
$11K 0.04%
+218
111
$11K 0.04%
+245
112
$11K 0.04%
124
113
$10K 0.04%
56
114
$10K 0.04%
110
115
$10K 0.04%
2,000
116
$9K 0.03%
194
+4
117
$9K 0.03%
+84
118
$9K 0.03%
261
+1
119
$8K 0.03%
+135
120
$8K 0.03%
650
-4,025
121
$8K 0.03%
143
122
$8K 0.03%
400
123
$8K 0.03%
+71
124
$8K 0.03%
156
+129
125
$7K 0.03%
+436
3 4
5
6 7