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
$58.3M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.09M
3
+$422K
4
IYR icon
iShares US Real Estate ETF
IYR
+$213K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K

Top Sells

1
+$1.8M
2
+$1.05M
3
+$419K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$375K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$211K

Sector Composition

1 Technology 3.81%
2 Industrials 1.66%
3 Consumer Discretionary 1.07%
4 Financials 0.89%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.1K 0.03%
245
152
$14.6K 0.03%
124
153
$14.3K 0.02%
165
154
$14.1K 0.02%
400
+200
155
$13.9K 0.02%
198
+29
156
$13.9K 0.02%
133
+1
157
$13.9K 0.02%
135
+2
158
$13.6K 0.02%
358
159
$13.5K 0.02%
113
160
$13.3K 0.02%
716
+11
161
$13.2K 0.02%
226
+1
162
$13.2K 0.02%
+260
163
$13.1K 0.02%
+98
164
$13K 0.02%
244
-53
165
$13K 0.02%
+197
166
$12.7K 0.02%
180
167
$12.7K 0.02%
260
+220
168
$12.7K 0.02%
588
+130
169
$12.5K 0.02%
112
+45
170
$12.4K 0.02%
+377
171
$12.3K 0.02%
935
+583
172
$12.3K 0.02%
+1,181
173
$12.2K 0.02%
228
174
$12.1K 0.02%
238
+94
175
$12.1K 0.02%
78
+73
5 6
7
8 9