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
$54.7M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$95.4K
3
+$76.2K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$63.8K
5
VGM icon
Invesco Trust Investment Grade Municipals
VGM
+$40.9K

Top Sells

1
+$5.17M
2
+$4.65M
3
+$3.97M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.67M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.75M

Sector Composition

1 Real Estate 16.35%
2 Consumer Staples 0.27%
3 Healthcare 0.18%
4 Technology 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$0 ﹤0.01%
7
-165
127
$0 ﹤0.01%
30
128
$0 ﹤0.01%
1
129
$0 ﹤0.01%
5
130
– –
-200
131
$0 ﹤0.01%
440
132
– –
-8,000
133
– –
-250
134
$0 ﹤0.01%
+15
2 3 4 5
6