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
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$205K
3
+$200K
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$92.6K

Top Sells

1
+$162K
2
+$117K
3
+$116K
4
MVF
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$99K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K 0.01%
90
+24
177
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20
178
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5
179
$1K 0.01%
54
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180
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+7
181
$1K 0.01%
100
182
$1K 0.01%
30
183
$1K 0.01%
44
-28
184
$1K 0.01%
1,143
185
– –
-1,250
186
$0 ﹤0.01%
2
187
$0 ﹤0.01%
7
188
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-63
189
$0 ﹤0.01%
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190
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0
191
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192
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$0 ﹤0.01%
1
194
$0 ﹤0.01%
15
4 5 6 7
8