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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.81M
3
+$1.46M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$841K

Top Sells

1
+$3.34M
2
+$2.86M
3
+$1.69M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.37M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.22M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15K 0.02%
+231
152
$15K 0.02%
196
-85
153
$15K 0.02%
+339
154
$15K 0.02%
358
+168
155
$15K 0.02%
240
156
$15K 0.02%
116
+1
157
$15K 0.02%
+185
158
$15K 0.02%
26
-9
159
$15K 0.02%
131
+1
160
$15K 0.02%
+307
161
$15K 0.02%
+122
162
$15K 0.02%
+298
163
$15K 0.02%
+637
164
$15K 0.02%
+195
165
$15K 0.02%
+393
166
$15K 0.02%
+141
167
$15K 0.02%
246
-19
168
$15K 0.02%
205
+196
169
$15K 0.02%
728
+20
170
$15K 0.02%
2,000
171
$15K 0.02%
+952
172
$15K 0.02%
+940
173
$15K 0.02%
+266
174
$15K 0.02%
647
-68
175
$15K 0.02%
+941
5 6
7
8 9