MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$977K
3
+$910K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$835K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$783K

Top Sells

1
+$561K
2
+$119K
3
+$117K
4
GLD icon
SPDR Gold Trust
GLD
+$112K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Industrials 2.3%
2 Technology 1.47%
3 Financials 1.21%
4 Consumer Discretionary 0.92%
5 Real Estate 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.03%
55
127
$7K 0.03%
+60
128
$7K 0.03%
+48
129
$7K 0.03%
+156
130
$7K 0.03%
249
+174
131
$7K 0.03%
+436
132
$6K 0.02%
+45
133
$6K 0.02%
+498
134
$6K 0.02%
160
135
$6K 0.02%
374
+120
136
$6K 0.02%
212
-3,892
137
$6K 0.02%
72
138
$6K 0.02%
+230
139
$5K 0.02%
229
+1
140
$5K 0.02%
92
141
$5K 0.02%
100
142
$5K 0.02%
+99
143
$5K 0.02%
+149
144
$5K 0.02%
37
145
$4K 0.01%
+120
146
$4K 0.01%
+52
147
$4K 0.01%
82
148
$4K 0.01%
+69
149
$4K 0.01%
+640
150
$4K 0.01%
400
4 5
6
7 8