MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28.6M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$357K
3
+$303K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$185K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$168K

Top Sells

1
+$578K
2
+$401K
3
+$130K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$120K
5
TSLA icon
Tesla
TSLA
+$106K

Sector Composition

1 Industrials 2.29%
2 Technology 1.52%
3 Financials 1.13%
4 Energy 0.93%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K 0.03%
100
127
$9K 0.03%
261
128
$9K 0.03%
56
129
$9K 0.03%
522
+148
130
$8K 0.03%
650
131
$8K 0.03%
143
132
$8K 0.03%
400
133
$8K 0.03%
55
134
$8K 0.03%
71
135
$8K 0.03%
156
136
$8K 0.03%
2,000
137
$7K 0.02%
89
138
$7K 0.02%
160
139
$7K 0.02%
59
-262
140
$7K 0.02%
72
141
$7K 0.02%
60
142
$7K 0.02%
48
143
$7K 0.02%
156
144
$7K 0.02%
249
145
$7K 0.02%
436
146
$6K 0.02%
92
-43
147
$6K 0.02%
231
+2
148
$6K 0.02%
498
149
$6K 0.02%
100
150
$6K 0.02%
32
+17
4 5
6
7 8