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
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