MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.02%
305
+13
127
$12K 0.02%
820
128
$11K 0.02%
123
+1
129
$11K 0.02%
544
130
$11K 0.02%
+294
131
$10K 0.02%
695
-410
132
$10K 0.02%
322
133
$10K 0.02%
165
+42
134
$9K 0.02%
104
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135
$9K 0.02%
113
+1
136
$9K 0.02%
176
137
$9K 0.02%
221
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138
$8K 0.01%
+935
139
$8K 0.01%
88
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140
$8K 0.01%
338
141
$8K 0.01%
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142
$8K 0.01%
+134
143
$8K 0.01%
1,000
144
$7K 0.01%
49
145
$7K 0.01%
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146
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94
147
$7K 0.01%
30
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148
$7K 0.01%
59
149
$7K 0.01%
156
150
$7K 0.01%
246
4 5
6
7 8