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
$32M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$722K
3
+$609K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$569K
5
ORCL icon
Oracle
ORCL
+$443K

Top Sells

1
+$577K
2
+$330K
3
+$281K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$252K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$200K

Sector Composition

1 Technology 2.99%
2 Industrials 2.35%
3 Financials 1.1%
4 Energy 0.89%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.08%
242
-299
102
$26K 0.08%
125
103
$25K 0.08%
73
104
$24K 0.08%
+49
105
$22K 0.07%
983
-4,100
106
$22K 0.07%
820
107
$21K 0.07%
191
108
$20K 0.06%
300
109
$20K 0.06%
1,388
110
$19K 0.06%
120
111
$19K 0.06%
159
112
$19K 0.06%
160
113
$17K 0.05%
544
114
$17K 0.05%
248
115
$16K 0.05%
423
-238
116
$15K 0.05%
506
117
$14K 0.04%
143
+1
118
$14K 0.04%
111
119
$13K 0.04%
218
120
$13K 0.04%
+1,260
121
$13K 0.04%
100
122
$12K 0.04%
120
-40
123
$12K 0.04%
145
124
$12K 0.04%
78
+45
125
$12K 0.04%
112
+2
3 4
5
6 7