MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.62%
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
+$1.81M
3
+$1.46M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.23M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$841K

Top Sells

1
+$3.34M
2
+$2.86M
3
+$1.69M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.37M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.22M

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%
+282
202
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189
-18
203
$14K 0.02%
+604
204
$14K 0.02%
+54
205
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206
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153
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209
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+1,717
210
$14K 0.02%
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211
$14K 0.02%
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212
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209
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215
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35
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129
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$14K 0.02%
+486
218
$14K 0.02%
62
219
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$14K 0.02%
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223
$13K 0.02%
358
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224
$13K 0.02%
233
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225
$13K 0.02%
+608
7 8
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