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
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K 0.01%
+47
177
$4K 0.01%
+60
178
$4K 0.01%
+400
179
$4K 0.01%
1,200
+600
180
– –
0
181
$4K 0.01%
+50
182
$3K ﹤0.01%
+45
183
$3K ﹤0.01%
25
184
$3K ﹤0.01%
50
185
$3K ﹤0.01%
100
186
$3K ﹤0.01%
+22
187
$3K ﹤0.01%
+83
188
$3K ﹤0.01%
+40
189
$3K ﹤0.01%
+200
190
$3K ﹤0.01%
+30
191
$3K ﹤0.01%
+26
192
$3K ﹤0.01%
35
193
$3K ﹤0.01%
+90
194
$3K ﹤0.01%
107
+2
195
$3K ﹤0.01%
+41
196
$3K ﹤0.01%
+120
197
$3K ﹤0.01%
50
198
$3K ﹤0.01%
+18
199
$3K ﹤0.01%
24
+12
200
$3K ﹤0.01%
+60
6 7
8
9 10