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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.71M
3
+$1.29M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.25M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$3.36M
2
+$2.86M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.38M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.33M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14K 0.02%
189
-18
202
$14K 0.02%
+604
203
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+54
204
$14K 0.02%
+113
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+229
206
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153
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207
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208
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+1,717
209
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+359
210
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209
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211
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212
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35
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213
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129
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214
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215
$14K 0.02%
62
216
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217
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218
$14K 0.02%
192
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219
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220
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221
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222
$14K 0.02%
+165
223
$13K 0.02%
233
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224
$13K 0.02%
+608
225
$13K 0.02%
153
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9
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