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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.4K 0.03%
344
+195
127
$22.3K 0.03%
1,664
+325
128
$21.9K 0.03%
428
+2
129
$21.8K 0.03%
1,416
+36
130
$21.5K 0.03%
932
-544
131
$20.6K 0.03%
2,065
-14
132
$20.6K 0.03%
650
-188
133
$18.6K 0.03%
800
-200
134
$18.5K 0.03%
581
+264
135
$18.4K 0.03%
374
+48
136
$17.6K 0.03%
669
+71
137
$17.6K 0.03%
78
138
$17.4K 0.03%
291
+3
139
$17.3K 0.03%
+384
140
$17.3K 0.03%
476
+14
141
$17.3K 0.03%
159
+1
142
$17.1K 0.03%
+668
143
$16.9K 0.03%
150
144
$16.9K 0.03%
54
145
$16.7K 0.03%
380
+10
146
$16.7K 0.03%
1,805
+57
147
$16.7K 0.03%
221
-4
148
$16.7K 0.03%
1,129
-727
149
$16.3K 0.03%
1,200
150
$16.3K 0.03%
319
+224
4 5
6
7 8