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
$58.1M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.91M
3
+$435K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$414K
5
NLY icon
Annaly Capital Management
NLY
+$367K

Top Sells

1
+$11.3M
2
+$9.73M
3
+$6.62M
4
UNG icon
United States Natural Gas Fund
UNG
+$4.02M
5
GLD icon
SPDR Gold Trust
GLD
+$2.66M

Sector Composition

1 Utilities 6.49%
2 Real Estate 1.94%
3 Consumer Staples 1.13%
4 Industrials 0.47%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.26M 15.95%
87,411
-91,824
2
$8.91M 15.35%
79,152
-99,995
3
$5.47M 9.43%
24,433
-29,522
4
$4.99M 8.59%
94,064
-47,370
5
$4.46M 7.68%
34,768
-20,724
6
$3.96M 6.83%
82,860
-37,768
7
$3.27M 5.63%
87,477
-27,376
8
$2.93M 5.05%
10,016
-13,725
9
$2.12M 3.65%
+38,488
10
$1.91M 3.28%
+107,400
11
$1.26M 2.17%
18,858
-20,879
12
$953K 1.64%
22,384
-26,236
13
$793K 1.37%
14,388
-19,470
14
$658K 1.13%
3,915
+2,465
15
$609K 1.05%
14,791
-22,790
16
$435K 0.75%
+13,590
17
$380K 0.65%
32,275
+26,375
18
$367K 0.63%
+7,913
19
$358K 0.62%
17,000
20
$354K 0.61%
+15,675
21
$317K 0.55%
4,288
-656
22
$289K 0.5%
+23,150
23
$266K 0.46%
+38,875
24
$241K 0.42%
3,450
-2,100
25
$211K 0.36%
1,847
+1,837
1
2 3 4 5