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
$107M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.34M
3
+$3.1M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.27M
5
LEO
BNY Mellon Strategic Municipals
LEO
+$1.95M

Top Sells

1
+$4.29M
2
+$2.54M
3
+$2.46M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.87M
5
DOG icon
ProShares Short Dow30
DOG
+$296K

Sector Composition

1 Utilities 11.64%
2 Real Estate 7.36%
3 Communication Services 3.46%
4 Healthcare 2.95%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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