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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$152K
2
+$93.3K
3
+$72.6K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.8K
5
DUK icon
Duke Energy
DUK
+$45.3K

Top Sells

1
+$77.7K
2
+$53K
3
+$36.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$12.7K 0.02%
255
+50
177
$12.7K 0.02%
272
+5
178
$12.7K 0.02%
152
-31
179
$12.7K 0.02%
+198
180
$12.6K 0.02%
16
-1
181
$12.6K 0.02%
86
-23
182
$12.6K 0.02%
+410
183
$12.6K 0.02%
+243
184
$12.5K 0.02%
471
+464
185
$12.5K 0.02%
+107
186
$12.5K 0.02%
+67
187
$12.4K 0.02%
+911
188
$12.4K 0.02%
+386
189
$12.4K 0.02%
94
+10
190
$12.3K 0.02%
+248
191
$12.3K 0.02%
439
192
$12.3K 0.02%
+101
193
$12.3K 0.02%
127
-103
194
$12.3K 0.02%
+182
195
$12.2K 0.02%
+186
196
$12.2K 0.02%
+161
197
$12.2K 0.02%
+1,128
198
$12.2K 0.02%
282
-133
199
$12.1K 0.02%
392
-36
200
$12.1K 0.02%
539
-82
6 7
8
9 10