MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1 +$161K
2 +$90.6K
3 +$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1 +$78.1K
2 +$53.2K
3 +$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$12K 0.02%
307
+7
202
$12K 0.02%
+364
203
$12K 0.02%
222
+1
204
$12K 0.02%
232
+2
205
$12K 0.02%
153
+16
206
$12K 0.02%
+304
207
$12K 0.02%
+145
208
$12K 0.02%
185
+175
209
$11.9K 0.02%
+138
210
$11.9K 0.02%
216
+29
211
$11.9K 0.02%
151
-36
212
$11.9K 0.02%
+106
213
$11.9K 0.02%
+378
214
$11.9K 0.02%
+29
215
$11.9K 0.02%
+60
216
$11.9K 0.02%
+126
217
$11.9K 0.02%
+58
218
$11.9K 0.02%
+36
219
$11.8K 0.02%
+131
220
$11.8K 0.02%
+450
221
$11.8K 0.02%
+577
222
$11.8K 0.02%
429
+76
223
$11.7K 0.02%
+435
224
$11.7K 0.02%
+186
225
$11.7K 0.02%
+1,352