MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22.9K 0.03%
1,000
177
$22.5K 0.03%
1,523
+56
178
$22.3K 0.03%
1,390
-60
179
$22.3K 0.03%
844
+12
180
$22.2K 0.03%
950
+10
181
$22.1K 0.03%
631
-19
182
$22K 0.03%
440
+228
183
$21.7K 0.03%
1,048
+176
184
$21.7K 0.03%
1,779
+81
185
$21.5K 0.03%
367
+2
186
$21.1K 0.02%
595
-61
187
$20.4K 0.02%
+582
188
$20K 0.02%
+2,847
189
$19.8K 0.02%
479
+465
190
$19.5K 0.02%
192
-205
191
$19.4K 0.02%
800
192
$18.8K 0.02%
1,707
+110
193
$18.5K 0.02%
158
-6
194
$17.6K 0.02%
160
-69
195
$17.1K 0.02%
228
+1
196
$16.7K 0.02%
816
+22
197
$16.6K 0.02%
38
-4
198
$16K 0.02%
316
-58
199
$16K 0.02%
1,200
200
$15.4K 0.02%
458
+3
6 7
8
9 10