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
$107M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.34M
3
+$3.1M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.27M
5
LEO
BNY Mellon Strategic Municipals
LEO
+$1.95M

Top Sells

1
+$4.29M
2
+$2.54M
3
+$2.46M
4
PSQ icon
ProShares Short QQQ
PSQ
+$1.87M
5
DOG icon
ProShares Short Dow30
DOG
+$296K

Sector Composition

1 Utilities 11.64%
2 Real Estate 7.36%
3 Communication Services 3.46%
4 Healthcare 2.95%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.34M 8.7%
128,789
+46,010
2
$7.79M 7.26%
45,404
+7,122
3
$6.45M 6.01%
56,742
+4,441
4
$6M 5.59%
85,376
+9,024
5
$5.54M 5.17%
113,739
+46,634
6
$4.72M 4.39%
92,645
+9,440
7
$3.8M 3.54%
258,040
+25,304
8
$3.77M 3.51%
92,949
+10,246
9
$3.66M 3.41%
105,834
+15,746
10
$3.59M 3.35%
46,798
+3,464
11
$3.55M 3.31%
147,945
+21,695
12
$3.47M 3.23%
+64,002
13
$3.42M 3.18%
44,050
+7,524
14
$3.4M 3.16%
76,662
+10,101
15
$3.1M 2.89%
+30,536
16
$3.04M 2.83%
29,431
+3,417
17
$2.89M 2.69%
47,326
+8,760
18
$2.54M 2.36%
39,814
+2,125
19
$2.46M 2.29%
242,476
+19,980
20
$2.37M 2.2%
40,319
+9,035
21
$2.36M 2.2%
319,295
+35,775
22
$2.31M 2.15%
162,928
+21,876
23
$2.3M 2.15%
164,439
+32,455
24
$2.25M 2.1%
168,134
+22,045
25
$2.21M 2.06%
138,102
+10,302
1
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