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
$20.2M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$296K
3
+$264K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$179K

Top Sells

1
+$108K
2
+$77.3K
3
+$65.3K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$58K
5
IIM icon
Invesco Value Municipal Income Trust
IIM
+$56.4K

Sector Composition

1 Real Estate 1.64%
2 Industrials 1.33%
3 Communication Services 0.72%
4 Consumer Staples 0.45%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.62M 17.95%
14,405
+260
2
$3.17M 15.73%
26,083
+139
3
$2.43M 12.04%
40,843
+1,311
4
$1.81M 8.97%
36,212
+1,683
5
$1.08M 5.38%
10,655
+1,760
6
$975K 4.84%
19,796
+1,104
7
$930K 4.61%
3,676
+1,171
8
$586K 2.91%
27,028
-3,010
9
$417K 2.07%
3,809
+2,407
10
$357K 1.77%
+7,100
11
$278K 1.38%
6,951
+1,043
12
$256K 1.27%
26,341
-7,950
13
$242K 1.2%
4,908
+4,120
14
$157K 0.78%
1,060
+1,018
15
$141K 0.7%
16,058
-2,780
16
$138K 0.68%
2,022
+906
17
$137K 0.68%
1,554
18
$129K 0.64%
8,596
-3,755
19
$118K 0.59%
7,740
-7,061
20
$113K 0.56%
1,130
+1
21
$113K 0.56%
3,546
+7
22
$112K 0.56%
14,792
-6,330
23
$111K 0.55%
4,660
24
$108K 0.54%
5,425
+1,400
25
$106K 0.53%
3,575
+2,112
1
2 3 4 5