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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
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$10K 0.02%
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$9K 0.02%
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+1
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$8K 0.02%
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$8K 0.02%
650
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$8K 0.02%
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$8K 0.02%
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50
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$8K 0.02%
2,000
161
$8K 0.02%
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162
$8K 0.02%
400
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$7K 0.02%
109
+1
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$7K 0.02%
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$7K 0.02%
56
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$7K 0.02%
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167
$7K 0.02%
45
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$7K 0.02%
56
169
$7K 0.02%
436
170
$6K 0.01%
+132
171
$6K 0.01%
100
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$6K 0.01%
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$6K 0.01%
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174
$5K 0.01%
99
175
$5K 0.01%
+338
5 6
7
8 9