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
$88.3M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.3M
3
+$529K
4
PPH icon
VanEck Pharmaceutical ETF
PPH
+$480K
5
DOG icon
ProShares Short Dow30
DOG
+$470K

Top Sells

1
+$3.66M
2
+$3.4M
3
+$3.25M
4
CVS icon
CVS Health
CVS
+$2.94M
5
ED icon
Consolidated Edison
ED
+$2.66M

Sector Composition

1 Real Estate 11.54%
2 Consumer Staples 0.15%
3 Healthcare 0.1%
4 Technology 0.07%
5 Materials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.17M 10.39%
123,238
-5,551
2
$7.81M 8.84%
45,726
+322
3
$6.76M 7.65%
125,178
+61,176
4
$6.52M 7.39%
92,164
+6,788
5
$5.49M 6.21%
48,821
-7,921
6
$5.17M 5.86%
108,659
-5,080
7
$4.8M 5.44%
94,674
+2,029
8
$3.97M 4.49%
151,246
+3,301
9
$3.58M 4.05%
35,831
+5,295
10
$3.37M 3.81%
+41,920
11
$3.31M 3.75%
252,246
-5,794
12
$3.29M 3.73%
43,821
-229
13
$3.08M 3.49%
89,806
-3,143
14
$2.54M 2.88%
43,873
+3,554
15
$2.3M 2.61%
241,066
-1,410
16
$2.13M 2.42%
163,256
-4,878
17
$2.02M 2.28%
149,665
-13,263
18
$1.96M 2.22%
136,383
-1,719
19
$1.88M 2.13%
237,956
+5,186
20
$1.72M 1.95%
69,525
-4,355
21
$1.68M 1.9%
237,111
-82,184
22
$981K 1.11%
77,831
-86,608
23
$787K 0.89%
8,531
+5,100
24
$785K 0.89%
3,618
-1,602
25
$422K 0.48%
34,700
-4,365
1
2 3 4 5