MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$18.9M
3
+$12.8M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$7.45M
5
UNG icon
United States Natural Gas Fund
UNG
+$7.2M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 8.86%
2 Consumer Staples 0.64%
3 Healthcare 0.29%
4 Communication Services 0.24%
5 Materials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 20.91%
+179,147
2
$18.9M 19.66%
+179,235
3
$12.8M 13.35%
+53,955
4
$7.45M 7.76%
+141,434
5
$7.2M 7.5%
+23,741
6
$6.61M 6.89%
+55,492
7
$5.49M 5.72%
+120,628
8
$4.32M 4.5%
+114,853
9
$2.68M 2.79%
+39,737
10
$2M 2.08%
+48,620
11
$1.97M 2.06%
+33,858
12
$1.66M 1.73%
+37,581
13
$408K 0.43%
+4,944
14
$349K 0.36%
+3,150
15
$328K 0.34%
+17,000
16
$322K 0.34%
+5,550
17
$298K 0.31%
+24,500
18
$233K 0.24%
+1,450
19
$168K 0.18%
+2,100
20
$147K 0.15%
+1,750
21
$127K 0.13%
+4,754
22
$115K 0.12%
+4,816
23
$107K 0.11%
+15,000
24
$104K 0.11%
+5,474
25
$83K 0.09%
+1,074
1
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