MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3K 0.01%
+333
202
$3K 0.01%
52
-9
203
$3K 0.01%
+29
204
$3K 0.01%
38
-13
205
$2K ﹤0.01%
23
206
$2K ﹤0.01%
174
+1
207
$2K ﹤0.01%
49
-11
208
$2K ﹤0.01%
50
+2
209
$2K ﹤0.01%
+100
210
$2K ﹤0.01%
30
211
$2K ﹤0.01%
129
-6
212
$2K ﹤0.01%
+30
213
$2K ﹤0.01%
56
214
$2K ﹤0.01%
64
215
$2K ﹤0.01%
60
216
$2K ﹤0.01%
+28
217
$2K ﹤0.01%
+112
218
$2K ﹤0.01%
+75
219
$2K ﹤0.01%
+56
220
$2K ﹤0.01%
+67
221
$2K ﹤0.01%
+91
222
$2K ﹤0.01%
+60
223
$2K ﹤0.01%
104
224
$2K ﹤0.01%
+88
225
$2K ﹤0.01%
+24
7 8
9
10 11