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
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$202K
3
+$200K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$93K

Top Sells

1
+$162K
2
+$118K
3
+$117K
4
MVF icon
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$100K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4K 0.02%
+58
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$4K 0.02%
+285
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+248
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52
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$3K 0.02%
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35
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$3K 0.02%
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$2K 0.01%
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$1K 0.01%
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175
$1K 0.01%
21
4 5 6
7
8