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
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.96M 9.03%
30,181
+8,573
2
$4.78M 7.25%
81,706
+32,761
3
$4.46M 6.76%
39,765
+2,245
4
$4.38M 6.64%
35,421
+7,455
5
$4.26M 6.47%
73,046
-6,869
6
$3.67M 5.56%
88,451
+11,626
7
$2.74M 4.15%
38,443
+18,012
8
$2.74M 4.15%
+30,730
9
$2.56M 3.89%
48,456
-49,609
10
$2.31M 3.51%
182,603
-3,897
11
$2.21M 3.36%
50,375
+31,724
12
$2.02M 3.07%
38,250
+3,437
13
$1.91M 2.9%
43,594
-4,478
14
$1.88M 2.85%
39,925
+19,009
15
$1.84M 2.79%
34,267
+19,974
16
$1.62M 2.46%
233,150
+191,725
17
$1.55M 2.35%
91,550
-9,075
18
$1.55M 2.35%
118,629
+101,904
19
$1.42M 2.15%
+98,400
20
$1.32M 2%
+138,225
21
$1.28M 1.94%
3,275
-6,201
22
$1.17M 1.77%
+34,865
23
$1.13M 1.71%
+88,025
24
$986K 1.5%
14,925
+10,637
25
$978K 1.48%
9,217
-57,643
1
2 3 4 5