MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.1M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$441K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$413K
5
NLY icon
Annaly Capital Management
NLY
+$372K

Top Sells

1
+$11.2M
2
+$9.6M
3
+$6.67M
4
UNG icon
United States Natural Gas Fund
UNG
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$2.66M

Sector Composition

1 Utilities 6.49%
2 Real Estate 1.94%
3 Consumer Staples 1.13%
4 Industrials 0.47%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
+310
177
$2K ﹤0.01%
33
178
$2K ﹤0.01%
+100
179
$1K ﹤0.01%
123
180
– –
0
181
$1K ﹤0.01%
+21
182
– –
0
183
$1K ﹤0.01%
+1
184
$1K ﹤0.01%
161
185
$1K ﹤0.01%
50
-40
186
$1K ﹤0.01%
+12
187
$1K ﹤0.01%
+25
188
$1K ﹤0.01%
20
-280
189
$1K ﹤0.01%
+10
190
$1K ﹤0.01%
58
191
$1K ﹤0.01%
600
192
$1K ﹤0.01%
+40
193
$1K ﹤0.01%
+125
194
– –
-15
195
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196
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197
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-1,000
198
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199
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-100
200
– –
-500
6 7
8
9 10