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
$28.6M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$357K
3
+$303K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$185K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$168K

Top Sells

1
+$578K
2
+$401K
3
+$130K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$120K
5
TSLA icon
Tesla
TSLA
+$106K

Sector Composition

1 Industrials 2.29%
2 Technology 1.52%
3 Financials 1.13%
4 Energy 0.93%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K 0.07%
327
+2
102
$20K 0.07%
1,388
103
$18K 0.06%
272
+1
104
$18K 0.06%
160
105
$18K 0.06%
248
-24
106
$17K 0.06%
159
107
$17K 0.06%
777
108
$17K 0.06%
300
109
$16K 0.06%
120
110
$16K 0.06%
544
111
$16K 0.06%
246
112
$14K 0.05%
+160
113
$14K 0.05%
142
114
$14K 0.05%
506
115
$14K 0.05%
129
-46
116
$13K 0.05%
111
117
$13K 0.05%
228
118
$12K 0.04%
218
119
$12K 0.04%
269
120
$12K 0.04%
110
121
$11K 0.04%
145
122
$11K 0.04%
245
123
$11K 0.04%
124
124
$10K 0.03%
198
+4
125
$10K 0.03%
84
3 4
5
6 7