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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.81M
3
+$1.46M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$841K

Top Sells

1
+$3.34M
2
+$2.86M
3
+$1.69M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.37M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.22M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44K 0.06%
1,324
102
$43K 0.06%
313
103
$42K 0.06%
261
104
$42K 0.06%
2,250
105
$41K 0.06%
346
+2
106
$40K 0.06%
277
-68
107
$40K 0.06%
491
+3
108
$38K 0.05%
765
+3
109
$37K 0.05%
667
+2
110
$37K 0.05%
382
111
$36K 0.05%
1,438
+4
112
$33K 0.05%
805
113
$32K 0.05%
158
+52
114
$32K 0.05%
214
+2
115
$31K 0.04%
903
116
$30K 0.04%
562
+314
117
$30K 0.04%
820
118
$29K 0.04%
95
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119
$28K 0.04%
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120
$28K 0.04%
182
121
$27K 0.04%
290
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122
$26K 0.04%
122
123
$26K 0.04%
375
+155
124
$26K 0.04%
+731
125
$26K 0.04%
242
-127
3 4
5
6 7