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
$54.7M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$91K
3
+$74K
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$60K
5
VGM icon
Invesco Trust Investment Grade Municipals
VGM
+$41K

Top Sells

1
+$5.01M
2
+$4.32M
3
+$3.97M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.42M
5
SH icon
ProShares Short S&P500
SH
+$1.75M

Sector Composition

1 Real Estate 16.35%
2 Consumer Staples 0.27%
3 Healthcare 0.18%
4 Technology 0.14%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.49M 11.85%
36,021
-9,705
2
$5.74M 10.49%
86,714
-36,524
3
$4.52M 8.25%
75,561
-19,113
4
$4.26M 7.78%
67,648
-24,516
5
$3.89M 7.11%
351,957
+99,711
6
$3.52M 6.44%
32,991
-15,830
7
$2.76M 5.05%
35,030
-6,890
8
$1.95M 3.55%
55,371
-34,435
9
$1.84M 3.36%
37,358
-87,820
10
$1.76M 3.22%
135,386
-27,870
11
$1.7M 3.1%
17,956
-17,875
12
$1.67M 3.05%
107,993
-28,390
13
$1.64M 3%
170,781
-70,285
14
$1.58M 2.89%
24,322
-19,551
15
$1.57M 2.87%
192,066
-45,890
16
$1.49M 2.72%
61,025
-8,500
17
$1.37M 2.51%
192,201
-44,910
18
$1.29M 2.35%
21,062
-22,759
19
$1.05M 1.91%
75,576
-74,089
20
$869K 1.59%
66,426
-11,405
21
$452K 0.83%
4,613
-3,918
22
$326K 0.6%
26,080
-8,620
23
$267K 0.49%
1,438
-2,180
24
$264K 0.48%
24,250
-4,000
25
$240K 0.44%
15,700
-1,950
1
2 3 4 5