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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15.3K 0.02%
+244
202
$15.1K 0.02%
364
+6
203
$14.9K 0.02%
251
-53
204
$14.9K 0.02%
597
+14
205
$14.8K 0.02%
295
-349
206
$14.4K 0.02%
124
-5
207
$14.4K 0.02%
+100
208
$13.9K 0.02%
1,000
209
$13.9K 0.02%
+180
210
$13.9K 0.02%
74
-16
211
$13.8K 0.02%
616
-131
212
$13.7K 0.02%
282
+5
213
$13.6K 0.02%
320
+7
214
$13.3K 0.02%
213
+113
215
$13.1K 0.02%
+222
216
$12.9K 0.02%
186
-121
217
$12.6K 0.01%
93
218
$12.5K 0.01%
533
+5
219
$12.5K 0.01%
129
+1
220
$12.4K 0.01%
177
+2
221
$12.3K 0.01%
62
+31
222
$12.2K 0.01%
+207
223
$12.2K 0.01%
336
+4
224
$12K 0.01%
121
-6
225
$11.9K 0.01%
+180
7 8
9
10 11