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
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$301K
3
+$278K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$245K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$143K

Top Sells

1
+$930K
2
+$461K
3
+$366K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$270K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.04%
248
127
$17K 0.04%
330
128
$16K 0.04%
212
129
$15K 0.04%
544
130
$14K 0.04%
390
-288
131
$14K 0.04%
124
132
$14K 0.04%
+500
133
$13K 0.03%
1,113
+2
134
$13K 0.03%
408
+2
135
$12K 0.03%
2,000
136
$12K 0.03%
100
137
$12K 0.03%
1,050
-1,632
138
$11K 0.03%
121
139
$11K 0.03%
214
+5
140
$11K 0.03%
120
141
$11K 0.03%
100
142
– –
0
143
$10K 0.03%
180
+80
144
$10K 0.03%
50
145
$10K 0.03%
654
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146
$10K 0.03%
594
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147
$10K 0.03%
114
+1
148
$9K 0.02%
2,280
+1,680
149
$9K 0.02%
480
-249
150
$9K 0.02%
400
4 5
6
7 8