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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.02%
+326
127
$8K 0.02%
87
+22
128
$8K 0.02%
400
129
$8K 0.02%
71
-85
130
$7K 0.02%
49
-7
131
$7K 0.02%
112
+1
132
$7K 0.02%
94
133
$7K 0.02%
933
-3,720
134
$6K 0.01%
338
135
$6K 0.01%
132
136
$6K 0.01%
41
137
$6K 0.01%
33
138
$6K 0.01%
226
139
$6K 0.01%
156
140
$5K 0.01%
419
-698
141
$5K 0.01%
99
142
$5K 0.01%
377
-277
143
$5K 0.01%
76
+37
144
$5K 0.01%
1,000
145
$5K 0.01%
226
146
$5K 0.01%
212
147
$5K 0.01%
+150
148
$5K 0.01%
118
+2
149
$5K 0.01%
246
150
$5K 0.01%
219
-2,421
4 5
6
7 8