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
$31.3M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$1.38M
3
+$52K
4
UPS icon
United Parcel Service
UPS
+$19K
5
IAU icon
iShares Gold Trust
IAU
+$17.4K

Top Sells

1
+$4.08M
2
+$4.07M
3
+$2.87M
4
EUM icon
ProShares Trust Short MSCI Emerging Markets
EUM
+$2.78M
5
MPW icon
Medical Properties Trust
MPW
+$2.67M

Sector Composition

1 Real Estate 11.08%
2 Consumer Staples 0.49%
3 Industrials 0.39%
4 Communication Services 0.26%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.62M 11.57%
+17,767
2
$3.17M 10.14%
31,262
-1,729
3
$2.17M 6.95%
30,194
-56,520
4
$1.94M 6.19%
11,597
-24,424
5
$1.67M 5.33%
28,316
-47,245
6
$1.55M 4.96%
23,748
-43,900
7
$1.48M 4.72%
29,940
+27,990
8
$1.39M 4.43%
120,464
-231,493
9
$1.3M 4.16%
50,985
-10,040
10
$1.2M 3.83%
117,041
-53,740
11
$1.11M 3.55%
68,408
-39,585
12
$1.1M 3.52%
12,747
-22,283
13
$1M 3.21%
117,706
-74,360
14
$945K 3.02%
70,612
-64,774
15
$854K 2.73%
116,031
-76,170
16
$780K 2.49%
22,291
-33,080
17
$749K 2.39%
15,023
-22,335
18
$601K 1.92%
42,396
-33,180
19
$539K 1.72%
8,941
-12,121
20
$520K 1.66%
5,680
-12,276
21
$482K 1.54%
7,767
-16,555
22
$359K 1.15%
26,665
-39,761
23
$283K 0.9%
21,830
-4,250
24
$227K 0.73%
21,900
-2,350
25
$166K 0.53%
1,576
-194
1
2 3 4 5