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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$122K 0.14%
315
+300
102
$121K 0.14%
1,429
-35
103
$115K 0.13%
546
-336
104
$105K 0.12%
2,224
-105
105
$98.4K 0.12%
1,889
+1,091
106
$97.8K 0.12%
656
+66
107
$91.4K 0.11%
2,652
-50
108
$90.8K 0.11%
993
-356
109
$90.5K 0.11%
1,793
+13
110
$90.1K 0.11%
1,820
-1,880
111
$89.8K 0.11%
1,760
-39
112
$87.5K 0.1%
1,731
-33
113
$87.4K 0.1%
+8,000
114
$84.6K 0.1%
1,685
+1,000
115
$84.2K 0.1%
1,079
-145
116
$81.4K 0.1%
562
+495
117
$79.8K 0.09%
1,665
+1,454
118
$74.7K 0.09%
1,518
+18
119
$72K 0.08%
464
-99
120
$69.8K 0.08%
300
+297
121
$69.4K 0.08%
1,688
+1,577
122
$67.6K 0.08%
874
+698
123
$66K 0.08%
2,628
+99
124
$65.6K 0.08%
418
-391
125
$64.3K 0.08%
950
-28
3 4
5
6 7