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
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.69M
3
+$1.6M
4
CVS icon
CVS Health
CVS
+$1.51M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.5M

Top Sells

1
+$2.89M
2
+$2.25M
3
+$1.72M
4
GE icon
GE Aerospace
GE
+$1.61M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.04M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
45
-59
127
$3K ﹤0.01%
160
128
$3K ﹤0.01%
1,750
129
$2K ﹤0.01%
140
130
$2K ﹤0.01%
30
131
$2K ﹤0.01%
45
+35
132
$2K ﹤0.01%
+74
133
$2K ﹤0.01%
161
134
$2K ﹤0.01%
+225
135
$2K ﹤0.01%
30
-5
136
$2K ﹤0.01%
+17
137
$2K ﹤0.01%
+45
138
$2K ﹤0.01%
103
+3
139
$2K ﹤0.01%
26
140
$2K ﹤0.01%
64
141
$2K ﹤0.01%
25
142
$2K ﹤0.01%
39
143
$2K ﹤0.01%
44
-11
144
$2K ﹤0.01%
1
145
$2K ﹤0.01%
377
-760
146
$2K ﹤0.01%
1,200
147
$2K ﹤0.01%
73
-30
148
$2K ﹤0.01%
+1,000
149
$2K ﹤0.01%
+26
150
$2K ﹤0.01%
100
4 5
6
7 8