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
$28.6M
AUM Growth
+$614K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$357K
3
+$303K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$185K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$168K

Top Sells

1
+$578K
2
+$401K
3
+$130K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$120K
5
TSLA icon
Tesla
TSLA
+$106K

Sector Composition

1 Industrials 2.29%
2 Technology 1.52%
3 Financials 1.13%
4 Energy 0.93%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.08M 10.78%
11,370
-480
2
$2.67M 9.32%
22,498
-605
3
$2.61M 9.13%
41,931
-1,043
4
$2.12M 7.41%
38,742
-1,333
5
$1.91M 6.67%
6,993
-113
6
$1.59M 5.54%
33,370
+7,507
7
$1.55M 5.4%
15,233
-5,696
8
$1.09M 3.8%
10,715
-176
9
$964K 3.37%
19,258
-2,399
10
$804K 2.81%
12,683
+3
11
$597K 2.09%
26,525
-17,825
12
$540K 1.89%
+10,597
13
$492K 1.72%
6,708
+1,794
14
$471K 1.65%
20,678
-2,025
15
$395K 1.38%
9,119
+15
16
$357K 1.25%
8,167
17
$303K 1.06%
+2,977
18
$267K 0.93%
1,886
19
$265K 0.93%
4,988
20
$231K 0.81%
11,618
+4,873
21
$214K 0.75%
2,819
+2,219
22
$186K 0.65%
1,135
23
$185K 0.65%
+8,907
24
$176K 0.61%
2,624
+21
25
$152K 0.53%
3,284
-316
1
2 3 4 5