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
$28.6M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$357K
3
+$303K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$185K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$168K

Top Sells

1
+$578K
2
+$401K
3
+$130K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$120K
5
TSLA icon
Tesla
TSLA
+$106K

Sector Composition

1 Industrials 2.29%
2 Technology 1.52%
3 Financials 1.13%
4 Energy 0.93%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K 0.01%
+216
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120
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52
181
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182
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183
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185
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456
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189
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191
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86
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194
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195
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74
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200
$3K 0.01%
+34
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