MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
State Street SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.02%
316
152
$8K 0.02%
110
+1
153
$8K 0.02%
650
154
$8K 0.02%
72
155
$8K 0.02%
56
156
$7K 0.02%
132
157
$7K 0.02%
160
158
$7K 0.02%
226
159
$7K 0.02%
56
160
$6K 0.02%
1,000
161
$6K 0.02%
220
+36
162
$6K 0.02%
149
163
$6K 0.02%
156
164
$6K 0.02%
246
165
$6K 0.02%
436
166
$5K 0.01%
338
167
$5K 0.01%
42
168
$5K 0.01%
41
169
$5K 0.01%
13
170
$5K 0.01%
101
171
$5K 0.01%
55
172
$5K 0.01%
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173
$5K 0.01%
37
174
$5K 0.01%
62
175
$4K 0.01%
89
5 6
7
8 9