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
$74.5M
AUM Growth
-$751K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.69M
3
+$1.6M
4
CVS icon
CVS Health
CVS
+$1.51M
5
YCS icon
ProShares UltraShort Yen
YCS
+$1.5M

Top Sells

1
+$2.89M
2
+$2.25M
3
+$1.72M
4
GE icon
GE Aerospace
GE
+$1.61M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.04M

Sector Composition

1 Utilities 12.32%
2 Real Estate 8.64%
3 Communication Services 3.29%
4 Healthcare 2.28%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.78M 9.1%
36,853
+1,109
2
$5.09M 6.83%
43,845
+4,542
3
$4.66M 6.25%
72,860
-16,229
4
$4.32M 5.79%
67,943
-7,536
5
$4.23M 5.68%
37,771
-1,327
6
$3.2M 4.29%
+10,154
7
$3.07M 4.12%
41,031
-291
8
$2.97M 3.99%
107,175
+97,125
9
$2.81M 3.78%
31,069
+1,007
10
$2.57M 3.45%
58,946
+956
11
$2.38M 3.2%
58,331
-24,668
12
$2.19M 2.94%
178,720
+3,812
13
$2.05M 2.76%
60,065
+1,385
14
$2.03M 2.72%
165,358
+2,912
15
$1.98M 2.65%
38,788
+1,425
16
$1.87M 2.5%
27,150
+2,825
17
$1.85M 2.48%
32,663
-9,656
18
$1.8M 2.42%
118,803
+2,363
19
$1.78M 2.39%
251,675
-1,800
20
$1.76M 2.37%
88,325
-5,125
21
$1.68M 2.25%
174,795
+10,109
22
$1.6M 2.14%
+29,255
23
$1.55M 2.08%
117,379
-6,025
24
$1.53M 2.06%
4,340
+322
25
$1.51M 2.03%
+19,006
1
2 3 4 5