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
$20.2M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$291K
3
+$264K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$199K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$179K

Top Sells

1
+$107K
2
+$78K
3
+$65.8K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$58K
5
IIM icon
Invesco Value Municipal Income Trust
IIM
+$57.1K

Sector Composition

1 Real Estate 1.64%
2 Industrials 1.33%
3 Communication Services 0.72%
4 Consumer Staples 0.45%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-54
152
– –
-167
153
$0 ﹤0.01%
5
154
– –
0
155
– –
-50
156
– –
-80
157
– –
-40
158
– –
-84
159
$0 ﹤0.01%
+1
160
– –
-210
161
– –
-385
162
– –
-56
163
– –
-155
164
– –
-175
165
– –
-58
166
– –
-53
167
– –
-109
168
– –
-111
169
– –
-228
170
– –
-108
171
– –
-285
172
– –
-68
173
– –
-80
174
– –
-165
175
– –
-81
5 6
7
8 9