MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
-1.16%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$28M
AUM Growth
+$6.93M
(+33%)
Cap. Flow
+$7.14M
Cap. Flow
% of AUM
25.48%
Top 10 Holdings %
Top 10 Hldgs %
68.73%
Holding
273
New
135
Increased
43
Reduced
19
Closed
14
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$561K |
| 2 |
BlackRock MuniVest Fund
MVF
|
$119K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$117K |
| 4 |
SPDR Gold Trust
GLD
|
$112K |
| 5 |
AT&T
T
|
$110K |
Sector Composition
| 1 | Industrials | 2.3% |
| 2 | Technology | 1.47% |
| 3 | Financials | 1.21% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Real Estate | 0.74% |
