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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.1K 0.05%
1,900
102
$32.7K 0.05%
230
+2
103
$32.5K 0.05%
1,373
104
$32.2K 0.05%
441
105
$31.6K 0.05%
1,700
106
$30.8K 0.05%
948
+17
107
$30.6K 0.05%
1,803
+17
108
$30.3K 0.05%
216
+1
109
$30.3K 0.05%
323
+1
110
$29.6K 0.05%
532
111
$29K 0.04%
240
112
$28.9K 0.04%
562
113
$28.7K 0.04%
1,939
+29
114
$28.5K 0.04%
1,511
115
$27.2K 0.04%
1,404
+38
116
$26.7K 0.04%
820
117
$26.7K 0.04%
1,280
118
$24.9K 0.04%
375
119
$24.6K 0.04%
120
120
$24.4K 0.04%
1,644
+81
121
$24.3K 0.04%
277
122
$24K 0.04%
655
-307
123
$23.8K 0.04%
494
-70
124
$23.6K 0.04%
3,030
125
$23.2K 0.04%
368
+123
3 4
5
6 7