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
$28M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$977K
3
+$910K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$835K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$783K

Top Sells

1
+$561K
2
+$119K
3
+$117K
4
GLD icon
SPDR Gold Trust
GLD
+$112K
5
T icon
AT&T
T
+$110K

Sector Composition

1 Industrials 2.3%
2 Technology 1.47%
3 Financials 1.21%
4 Consumer Discretionary 0.92%
5 Real Estate 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.12M 11.13%
11,850
-2,132
2
$2.91M 10.37%
23,103
-889
3
$2.67M 9.55%
42,974
+1,943
4
$2.14M 7.64%
40,075
+3,747
5
$2.13M 7.59%
20,929
+7,712
6
$1.89M 6.73%
7,106
+3,429
7
$1.24M 4.43%
25,863
-836
8
$1.1M 3.93%
+10,891
9
$1.08M 3.87%
21,657
+6,212
10
$977K 3.49%
+44,350
11
$835K 2.98%
+12,680
12
$461K 1.65%
22,703
-2,830
13
$440K 1.57%
9,104
+6,929
14
$362K 1.29%
+4,914
15
$349K 1.25%
8,167
+806
16
$257K 0.92%
4,988
+1,180
17
$254K 0.91%
+1,886
18
$181K 0.65%
2,603
+571
19
$172K 0.61%
1,135
+409
20
$157K 0.56%
+978
21
$151K 0.54%
3,600
+2,476
22
$144K 0.51%
+2,134
23
$141K 0.5%
+1,918
24
$138K 0.49%
+3,620
25
$135K 0.48%
10,500
1
2 3 4 5