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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-592
102
$27K 0.07%
+426
103
$27K 0.07%
+2,261
104
– –
-1,246
105
– –
-2,027
106
$26K 0.06%
+1,119
107
$26K 0.06%
1,179
-497
108
$26K 0.06%
+1,166
109
$26K 0.06%
+3,321
110
$26K 0.06%
1,950
-764
111
$26K 0.06%
2,209
-856
112
$25K 0.06%
23
113
$25K 0.06%
+473
114
– –
-1,036
115
$25K 0.06%
139
-9
116
$24K 0.06%
300
117
$24K 0.06%
135
118
$24K 0.06%
1,516
+980
119
$23K 0.06%
678
120
$21K 0.05%
49
121
$21K 0.05%
125
122
$20K 0.05%
68
-5
123
$19K 0.05%
120
124
$19K 0.05%
642
-1,039
125
$19K 0.05%
227
3 4
5
6 7