MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
1-Year Return
16.19%
This Quarter Return
+4.3%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$65.9M
AUM Growth
+$10.1M
(+18%)
Cap. Flow
+$7.8M
Cap. Flow
% of AUM
11.82%
Top 10 Holdings %
Top 10 Hldgs %
57.4%
Holding
320
New
96
Increased
60
Reduced
26
Closed
20
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.74M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.92M |
| 3 |
ProShares Short S&P500
SH
|
$1.69M |
| 4 |
Invesco Value Municipal Income Trust
IIM
|
$1.42M |
| 5 |
Southern Company
SO
|
$1.39M |
Top Sells
| 1 |
iShares MBS ETF
MBB
|
$6.12M |
| 2 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
$2.63M |
| 3 |
United States Natural Gas Fund
UNG
|
$2.42M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.09M |
| 5 |
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 | 0.36% |
