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
$55.8M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.86M
3
+$1.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$457K
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$212K

Top Sells

1
+$4.57M
2
+$2.15M
3
+$790K
4
SH icon
ProShares Short S&P500
SH
+$570K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$404K

Sector Composition

1 Real Estate 8.1%
2 Utilities 7.24%
3 Consumer Staples 1.25%
4 Industrials 0.75%
5 Communication Services 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.99M 12.52%
66,860
-20,551
2
$5.19M 9.29%
98,065
+4,001
3
$4.36M 7.81%
21,608
-2,825
4
$4.24M 7.6%
79,915
-2,945
5
$4.12M 7.38%
37,520
-41,632
6
$3.25M 5.81%
27,966
-6,802
7
$3.14M 5.62%
9,476
-540
8
$2.92M 5.22%
76,825
-10,652
9
$2.71M 4.86%
+48,945
10
$2.25M 4.03%
186,500
+154,225
11
$1.92M 3.43%
48,072
+40,159
12
$1.83M 3.28%
34,813
-3,675
13
$1.72M 3.07%
100,625
-6,775
14
$1.41M 2.52%
20,431
+1,573
15
$1.18M 2.11%
6,390
+2,475
16
$950K 1.7%
20,916
-1,468
17
$790K 1.41%
14,293
-95
18
$767K 1.37%
18,651
+3,860
19
$621K 1.11%
18,875
+5,285
20
$384K 0.69%
17,000
21
$332K 0.59%
2,473
+626
22
$318K 0.57%
16,483
+808
23
$292K 0.52%
23,900
+750
24
$289K 0.52%
4,288
25
$275K 0.49%
41,425
+2,550
1
2 3 4 5