MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
This Quarter Return
-5.02%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$54.8M
AUM Growth
+$54.8M
(-8.8%)
Cap. Flow
-$1.74M
Cap. Flow
% of AUM
-3.17%
Top 10 Holdings %
Top 10 Hldgs %
42.53%
Holding
552
New
78
Increased
81
Reduced
101
Closed
111
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight Financials ETF
RSPF
|
$996K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$907K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$406K |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$326K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
$300K |
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Industrials | 1.58% |
| 3 | Consumer Discretionary | 1.38% |
| 4 | Financials | 0.89% |
| 5 | Energy | 0.83% |
