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
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28K 0.05%
492
102
$27K 0.05%
653
+2
103
$27K 0.05%
260
+2
104
$25K 0.04%
520
-212
105
$25K 0.04%
868
-18
106
$24K 0.04%
300
107
$24K 0.04%
2,000
108
$23K 0.04%
162
-168
109
$23K 0.04%
48
-3
110
$22K 0.04%
952
-2,896
111
$21K 0.04%
242
112
$21K 0.04%
167
+8
113
$19K 0.03%
319
-315
114
$19K 0.03%
1,440
-680
115
$19K 0.03%
300
116
$19K 0.03%
1,196
+124
117
$18K 0.03%
+341
118
$18K 0.03%
+12
119
$16K 0.03%
124
120
$15K 0.03%
123
121
$15K 0.03%
968
-304
122
$14K 0.02%
275
123
$14K 0.02%
1,675
124
$13K 0.02%
180
125
$13K 0.02%
48
+15
3 4
5
6 7