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
$22.5M
AUM Growth
-$85K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$65.6K
3
+$44K
4
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$31K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$15K

Top Sells

1
+$379K
2
+$302K
3
+$253K
4
LEO
BNY Mellon Strategic Municipals
LEO
+$220K
5
PMM
Putnam Managed Municipal Income
PMM
+$199K

Sector Composition

1 Real Estate 4.81%
2 Industrials 0.81%
3 Consumer Staples 0.39%
4 Communication Services 0.19%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.17M 14.12%
25,267
-2,402
2
$3.13M 13.9%
14,451
-1,753
3
$3M 13.35%
+29,595
4
$1.93M 8.58%
35,510
-3,525
5
$1.36M 6.06%
31,253
-1,225
6
$948K 4.22%
39,903
-5,820
7
$666K 2.96%
63,066
-23,975
8
$571K 2.54%
7,916
-1,650
9
$554K 2.46%
35,184
-11,177
10
$528K 2.35%
66,276
-24,990
11
$484K 2.15%
3,181
-683
12
$480K 2.13%
9,572
+1,309
13
$474K 2.11%
50,713
-23,503
14
$443K 1.97%
30,005
-5,914
15
$427K 1.9%
26,086
-9,415
16
$343K 1.53%
3,637
-655
17
$340K 1.51%
7,126
-1,543
18
$316K 1.41%
5,492
-1,778
19
$303K 1.35%
23,600
20
$287K 1.28%
18,943
-8,353
21
$262K 1.17%
7,401
-1,115
22
$216K 0.96%
4,435
-727
23
$184K 0.82%
13,080
-4,935
24
$171K 0.76%
12,525
-5,005
25
$162K 0.72%
2,293
-734
1
2 3 4 5