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
$18.6M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$202K
3
+$200K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$190K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$93K

Top Sells

1
+$162K
2
+$118K
3
+$117K
4
MVF icon
BlackRock MuniVest Fund
MVF
+$108K
5
PMM
Putnam Managed Municipal Income
PMM
+$100K

Sector Composition

1 Real Estate 1.83%
2 Industrials 1.53%
3 Consumer Staples 0.8%
4 Healthcare 0.59%
5 Communication Services 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.42M 18.42%
14,145
-398
2
$3.06M 16.5%
25,944
+1,712
3
$2.28M 12.3%
39,532
-1,469
4
$1.66M 8.95%
34,529
-854
5
$920K 4.96%
18,692
+3,854
6
$905K 4.88%
8,895
-1,590
7
$694K 3.74%
30,038
-2,980
8
$610K 3.29%
2,505
+2,238
9
$332K 1.79%
34,291
-11,115
10
$227K 1.22%
5,908
+5,209
11
$221K 1.19%
14,801
-7,854
12
$187K 1.01%
12,351
-1,190
13
$168K 0.91%
18,838
-13,245
14
$159K 0.86%
21,122
-13,300
15
$154K 0.83%
1,402
+847
16
$136K 0.73%
1,554
-290
17
$120K 0.65%
8,674
-7,019
18
$117K 0.63%
3,539
-293
19
$113K 0.61%
1,129
20
$98K 0.53%
919
-163
21
$92K 0.5%
7,187
+5
22
$87K 0.47%
4,202
+3,906
23
$86K 0.46%
4,056
+3,773
24
$85K 0.46%
6,675
-4,150
25
$80K 0.43%
4,025
+875
1
2 3 4 5