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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.3K 0.03%
491
+10
152
$16.3K 0.03%
+40
153
$16.2K 0.02%
623
+613
154
$16.1K 0.02%
820
+157
155
$16K 0.02%
1,714
+86
156
$16K 0.02%
125
-95
157
$16K 0.02%
227
+1
158
$15.9K 0.02%
397
-275
159
$15.8K 0.02%
92
160
$14.9K 0.02%
133
161
$14.8K 0.02%
166
+1
162
$14.7K 0.02%
972
+3
163
$14.6K 0.02%
737
+11
164
$14.5K 0.02%
358
165
$14.4K 0.02%
120
166
$14.1K 0.02%
1,000
167
$14.1K 0.02%
49
-16
168
$14K 0.02%
36
169
$13.9K 0.02%
528
+147
170
$13.6K 0.02%
+41
171
$13.5K 0.02%
1,118
+22
172
$13.5K 0.02%
+445
173
$13.4K 0.02%
570
+13
174
$12.8K 0.02%
124
175
$12.8K 0.02%
112
-54
5 6
7
8 9