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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.81M
3
+$1.46M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$841K

Top Sells

1
+$3.34M
2
+$2.86M
3
+$1.69M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.37M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.22M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.04%
1,400
+400
127
$26K 0.04%
464
+240
128
$25K 0.04%
242
+136
129
$23K 0.03%
165
130
$23K 0.03%
148
-11
131
$22K 0.03%
96
-7
132
$22K 0.03%
160
+40
133
$22K 0.03%
+800
134
$21K 0.03%
440
135
$20K 0.03%
+800
136
$20K 0.03%
353
137
$20K 0.03%
2,275
+600
138
$19K 0.03%
670
+587
139
$19K 0.03%
388
-68,106
140
$18K 0.03%
387
+356
141
$17K 0.02%
158
+24
142
$17K 0.02%
534
-96
143
$17K 0.02%
245
144
$17K 0.02%
224
+13
145
$17K 0.02%
55
-129
146
$17K 0.02%
125
147
$16K 0.02%
482
-110
148
$16K 0.02%
782
-185
149
$16K 0.02%
534
-60
150
$16K 0.02%
65
4 5
6
7 8