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

Top Buys

1
+$2.65M
2
+$1.89M
3
+$1.74M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.39M
5
PMM
Putnam Managed Municipal Income
PMM
+$1.34M

Top Sells

1
+$6.11M
2
+$2.63M
3
+$2.38M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$388K

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%
+22
183
$3K ﹤0.01%
+83
184
$3K ﹤0.01%
+40
185
$3K ﹤0.01%
+200
186
$3K ﹤0.01%
+30
187
$3K ﹤0.01%
+26
188
$3K ﹤0.01%
35
189
$3K ﹤0.01%
+90
190
$3K ﹤0.01%
107
+2
191
$3K ﹤0.01%
+41
192
$3K ﹤0.01%
+120
193
$3K ﹤0.01%
50
194
$3K ﹤0.01%
+18
195
$3K ﹤0.01%
24
+12
196
$3K ﹤0.01%
+60
197
$3K ﹤0.01%
25
198
$3K ﹤0.01%
+45
199
$3K ﹤0.01%
50
200
$3K ﹤0.01%
100
6 7
8
9 10