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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.04%
159
127
$18K 0.04%
160
128
$18K 0.04%
300
-463
129
$18K 0.04%
820
130
$17K 0.04%
600
+480
131
$17K 0.04%
556
+463
132
$17K 0.04%
156
-35
133
$16K 0.04%
330
+242
134
$16K 0.04%
212
135
$15K 0.04%
544
136
$15K 0.04%
994
137
$15K 0.04%
+124
138
$14K 0.03%
+269
139
$13K 0.03%
+125
140
$13K 0.03%
729
+447
141
$13K 0.03%
+1,175
142
$13K 0.03%
203
-326
143
$12K 0.03%
506
144
$12K 0.03%
1,111
+1
145
$11K 0.03%
209
+4
146
$11K 0.03%
120
147
$11K 0.03%
121
-24
148
$11K 0.03%
100
149
$11K 0.03%
+189
150
$11K 0.03%
248
4 5
6
7 8