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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.04%
140
+1
102
$18K 0.04%
849
-4,595
103
$17K 0.04%
125
104
$16K 0.03%
608
-1,109
105
$16K 0.03%
2,260
-1,515
106
$16K 0.03%
300
107
$15K 0.03%
159
108
$15K 0.03%
2,000
109
$15K 0.03%
2,280
-840
110
$13K 0.03%
544
111
$13K 0.03%
331
112
$13K 0.03%
972
+154
113
$13K 0.03%
212
114
$12K 0.03%
974
-710
115
$12K 0.03%
+25
116
$12K 0.03%
124
117
$11K 0.02%
75
118
$10K 0.02%
121
119
$10K 0.02%
180
120
$10K 0.02%
123
+69
121
$10K 0.02%
820
122
$9K 0.02%
540
-650
123
$9K 0.02%
160
+1
124
$9K 0.02%
218
+2
125
$8K 0.02%
115
-14
3 4
5
6 7