MIM
Macroview Investment Management Portfolio holdings
AUM
$122M
This Quarter Return
-2%
1 Year Return
+16.19%
3 Year Return
+55.14%
5 Year Return
+72.24%
10 Year Return
+139.26%
AUM
$88.3M
AUM Growth
+$88.3M
(-18%)
Cap. Flow
-$23.3M
Cap. Flow
% of AUM
-26.4%
Top 10 Holdings %
Top 10 Hldgs %
64.14%
Holding
151
New
7
Increased
14
Reduced
41
Closed
32
Top Buys
| 1 |
Crown Castle
CCI
|
$3.37M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$3.3M |
| 3 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$529K |
| 4 |
VanEck Pharmaceutical ETF
PPH
|
$480K |
| 5 |
ProShares Short Dow30
DOG
|
$470K |
Top Sells
| 1 |
ProShares Short Russell2000
RWM
|
$6.81M |
| 2 |
Lumen
LUMN
|
$3.66M |
| 3 |
Southern Company
SO
|
$3.4M |
| 4 |
Duke Energy
DUK
|
$3.25M |
| 5 |
CVS Health
CVS
|
$2.94M |
Sector Composition
| 1 | Real Estate | 11.54% |
| 2 | Consumer Staples | 0.15% |
| 3 | Healthcare | 0.1% |
| 4 | Technology | 0.07% |
| 5 | Materials | 0.06% |
