MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+3.39%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$38.5M
AUM Growth
-$1.73M
(-4.3%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-8.57%
Top 10 Holdings %
Top 10 Hldgs %
54.92%
Holding
387
New
51
Increased
33
Reduced
64
Closed
77
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$945K |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$466K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$374K |
| 4 |
SPDR NYSE Technology ETF
XNTK
|
$272K |
| 5 |
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% |
