MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.74M
3
+$1.63M
4
CVS icon
CVS Health
CVS
+$1.5M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.35M

Top Sells

1
+$2.89M
2
+$2.35M
3
+$1.73M
4
GE icon
GE Aerospace
GE
+$1.66M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.02M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+177
152
$1K ﹤0.01%
15
+11
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+21
154
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13
+11
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+40
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+8
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+20
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21
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+19
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+32
164
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+4
165
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+2
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+11
167
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168
$1K ﹤0.01%
50
169
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+21
170
$1K ﹤0.01%
14
+9
171
$1K ﹤0.01%
+100
172
$1K ﹤0.01%
+3
173
$1K ﹤0.01%
13
-22
174
$1K ﹤0.01%
+15
175
$1K ﹤0.01%
+19
5 6
7
8 9