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
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.01%
+242
127
$8K 0.01%
+363
128
$7K 0.01%
+86
129
$7K 0.01%
+80
130
$7K 0.01%
173
+153
131
$7K 0.01%
+80
132
$7K 0.01%
+222
133
$7K 0.01%
250
134
$7K 0.01%
+358
135
$7K 0.01%
+364
136
$7K 0.01%
1,144
137
$7K 0.01%
300
138
$6K 0.01%
104
+70
139
$6K 0.01%
500
140
$6K 0.01%
225
-480
141
$5K 0.01%
10
142
$5K 0.01%
50
143
$5K 0.01%
95
144
$5K 0.01%
+76
145
$5K 0.01%
92
+90
146
$5K 0.01%
110
+100
147
$5K 0.01%
+97
148
$5K 0.01%
214
+95
149
$5K 0.01%
75
150
$5K 0.01%
100
4 5
6
7 8