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
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.52M
3 +$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.01M

Top Sells

1 +$302K
2 +$187K
3 +$84.1K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$76.9K
5
QLD icon
ProShares Ultra QQQ
QLD
+$63.8K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$3K 0.01%
+136
202
$3K 0.01%
+63
203
$3K 0.01%
+58
204
$3K 0.01%
+41
205
$3K 0.01%
+47
206
$3K 0.01%
+231
207
$3K 0.01%
+73
208
$3K 0.01%
+108
209
$3K 0.01%
+44
210
$3K 0.01%
+123
211
$3K 0.01%
15
212
$3K 0.01%
90
+2
213
$3K 0.01%
+42
214
$3K 0.01%
+18
215
$3K 0.01%
250
216
$3K 0.01%
3
-2
217
$3K 0.01%
+28
218
$3K 0.01%
+27
219
$3K 0.01%
170
+2
220
$3K 0.01%
90
-4
221
$3K 0.01%
310
222
$3K 0.01%
82
-4
223
$3K 0.01%
+71
224
$3K 0.01%
55
-28
225
$3K 0.01%
87
+2