We are live on ! Find out more
MIM

Macroview Investment Management Portfolio holdings

AUM $143M
1-Year Est. Return 19.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.89M
3
+$1.74M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.39M
5
PMM
Putnam Managed Municipal Income
PMM
+$1.34M

Top Sells

1
+$6.11M
2
+$2.63M
3
+$2.38M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.08M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$388K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K ﹤0.01%
101
+1
202
$3K ﹤0.01%
160
203
$3K ﹤0.01%
+52
204
$3K ﹤0.01%
295
+95
205
$3K ﹤0.01%
50
206
$3K ﹤0.01%
+12
207
$3K ﹤0.01%
100
208
$3K ﹤0.01%
+70
209
$3K ﹤0.01%
+18
210
$3K ﹤0.01%
24
+12
211
$2K ﹤0.01%
+30
212
$2K ﹤0.01%
+192
213
$2K ﹤0.01%
+16
214
$2K ﹤0.01%
30
-130
215
$2K ﹤0.01%
100
216
$2K ﹤0.01%
+25
217
$2K ﹤0.01%
+70
218
$2K ﹤0.01%
+50
219
$2K ﹤0.01%
+84
220
$2K ﹤0.01%
+100
221
$2K ﹤0.01%
+125
222
$2K ﹤0.01%
+7
223
$2K ﹤0.01%
+35
224
$2K ﹤0.01%
30
225
$2K ﹤0.01%
+35
7 8
9
10 11