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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30.5K 0.04%
159
+120
152
$30.4K 0.04%
+600
153
$30.3K 0.04%
570
+8
154
$30.2K 0.04%
209
-7
155
$29.9K 0.04%
1,422
+9
156
$29.5K 0.03%
291
+13
157
$29.2K 0.03%
120
-4
158
$28.9K 0.03%
1,736
+43
159
$28.8K 0.03%
+1,000
160
$28.8K 0.03%
820
161
$28.5K 0.03%
2,672
+71
162
$27.9K 0.03%
1,280
163
$27.6K 0.03%
1,728
+56
164
$27.5K 0.03%
779
+5
165
$27.1K 0.03%
452
-59
166
$26.2K 0.03%
380
+5
167
$25.7K 0.03%
+825
168
$25.7K 0.03%
+1,131
169
$25.5K 0.03%
954
+187
170
$25.4K 0.03%
145
+103
171
$24.6K 0.03%
501
+6
172
$24.5K 0.03%
3,030
173
$24.5K 0.03%
937
174
$23.3K 0.03%
540
+137
175
$22.9K 0.03%
2,114
-657
5 6
7
8 9