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
$22.6M
AUM Growth
-$535K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$738K
3
+$426K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$350K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$63.4K

Top Sells

1
+$1.11M
2
+$797K
3
+$342K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$316K
5
SH icon
ProShares Short S&P500
SH
+$255K

Sector Composition

1 Real Estate 5.8%
2 Industrials 0.69%
3 Consumer Staples 0.55%
4 Communication Services 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.5M 15.5%
27,669
-450
2
$3.39M 15.04%
16,204
-5,305
3
$2.12M 9.41%
39,035
+1,165
4
$1.38M 6.11%
+32,478
5
$1.11M 4.93%
45,723
-1,460
6
$965K 4.28%
87,041
-10,355
7
$738K 3.27%
+46,361
8
$734K 3.25%
91,266
-4,810
9
$705K 3.12%
74,216
-14,815
10
$686K 3.04%
9,566
-4,413
11
$630K 2.79%
35,501
-7,992
12
$613K 2.72%
3,864
-1,606
13
$546K 2.42%
35,919
-16,364
14
$456K 2.02%
8,669
-6,497
15
$435K 1.93%
4,292
-1,828
16
$426K 1.89%
+7,270
17
$414K 1.83%
27,296
-6,890
18
$412K 1.83%
8,263
+7,021
19
$304K 1.35%
23,600
20
$289K 1.28%
8,516
-1,907
21
$260K 1.15%
18,015
-400
22
$248K 1.1%
17,530
-2,300
23
$241K 1.07%
5,162
-1,282
24
$207K 0.92%
3,027
-1,516
25
$181K 0.8%
1,874
-893
1
2 3 4 5