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
$32M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$716K
3
+$611K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$570K
5
ORCL icon
Oracle
ORCL
+$417K

Top Sells

1
+$560K
2
+$327K
3
+$280K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$252K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$198K

Sector Composition

1 Technology 2.99%
2 Industrials 2.35%
3 Financials 1.1%
4 Energy 0.89%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K 0.01%
+21
202
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100
203
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+81
204
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+38
205
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+39
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250
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207
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88
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208
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209
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55
210
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211
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212
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213
$4K 0.01%
668
214
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215
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13
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$3K 0.01%
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219
$3K 0.01%
74
220
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33
223
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+177
224
$3K 0.01%
+44
225
$3K 0.01%
+32
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