MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
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
+$2.65M
2
+$1.89M
3
+$1.74M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.39M
5
PMM
Putnam Managed Municipal Income
PMM
+$1.34M

Top Sells

1
+$6.11M
2
+$2.63M
3
+$2.38M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$388K

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%
85
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142
$5K 0.01%
50
143
$5K 0.01%
929
-66
144
$5K 0.01%
95
145
$5K 0.01%
+76
146
$5K 0.01%
92
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147
$5K 0.01%
10
148
$5K 0.01%
110
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149
$5K 0.01%
+97
150
$5K 0.01%
214
+95
4 5
6
7 8