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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$60.9K 0.07%
627
127
$60.4K 0.07%
384
128
$59.5K 0.07%
+342
129
$54.2K 0.06%
490
+130
130
$52.6K 0.06%
468
131
$51.3K 0.06%
1,390
-16
132
$49.4K 0.06%
+1,000
133
$46.1K 0.05%
423
-49
134
$46K 0.05%
257
135
$44.6K 0.05%
3,918
136
$44.4K 0.05%
2,250
137
$44.2K 0.05%
168
-11
138
$42.2K 0.05%
162
-14
139
$41.2K 0.05%
977
+74
140
$38.5K 0.05%
1,215
-451
141
$38.4K 0.05%
382
142
$38.1K 0.04%
279
143
$36.4K 0.04%
409
+207
144
$35.3K 0.04%
1,725
+7
145
$34.7K 0.04%
1,900
146
$33.9K 0.04%
1,700
147
$33.1K 0.04%
1,324
148
$32.3K 0.04%
2,281
+31
149
$31.7K 0.04%
1,801
-17,567
150
$30.6K 0.04%
2,017
+44
4 5
6
7 8