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
$32M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$722K
3
+$609K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$569K
5
ORCL icon
Oracle
ORCL
+$443K

Top Sells

1
+$577K
2
+$330K
3
+$281K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$252K
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$200K

Sector Composition

1 Technology 2.99%
2 Industrials 2.35%
3 Financials 1.1%
4 Energy 0.89%
5 Real Estate 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.2M 10.01%
11,003
-367
2
$2.75M 8.59%
41,085
-846
3
$2.49M 7.79%
22,063
-435
4
$2.28M 7.15%
38,884
+142
5
$2.19M 6.84%
46,258
+12,888
6
$1.98M 6.19%
6,753
-240
7
$1.3M 4.06%
12,754
-2,479
8
$938K 2.94%
18,700
-558
9
$810K 2.54%
15,017
+14,941
10
$775K 2.43%
6,121
+5,704
11
$705K 2.21%
13,824
+3,227
12
$610K 1.91%
5,508
-5,207
13
$587K 1.84%
13,680
+4,561
14
$569K 1.78%
+28,125
15
$531K 1.66%
8,291
-4,392
16
$462K 1.45%
8,380
+3,392
17
$444K 1.39%
4,386
+3,658
18
$443K 1.39%
+8,584
19
$439K 1.37%
18,838
-1,840
20
$430K 1.35%
18,105
-8,420
21
$347K 1.09%
8,167
22
$319K 1%
2,987
+10
23
$300K 0.94%
1,844
-42
24
$191K 0.6%
3,376
+92
25
$185K 0.58%
8,907
1
2 3 4 5