MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.06%
123
-63
102
$25K 0.06%
3,216
-105
103
$25K 0.06%
68
104
– –
0
105
– –
0
106
$25K 0.06%
135
107
$25K 0.06%
+3,508
108
$24K 0.06%
+1,141
109
$24K 0.06%
300
110
$24K 0.06%
402
-24
111
$24K 0.06%
2,075
-186
112
$24K 0.06%
139
113
– –
0
114
$23K 0.06%
56
+7
115
$23K 0.06%
125
116
$22K 0.06%
159
117
$22K 0.06%
23
118
$22K 0.06%
465
119
$21K 0.05%
240
-102
120
$20K 0.05%
120
121
$20K 0.05%
642
122
$19K 0.05%
160
123
$18K 0.05%
300
124
$18K 0.05%
820
125
$17K 0.04%
330
3 4
5
6 7