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
$40.3M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.11M
3
+$760K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$562K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$454K

Top Sells

1
+$483K
2
+$316K
3
+$315K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$295K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$221K

Sector Composition

1 Industrials 2.2%
2 Technology 2.09%
3 Healthcare 0.92%
4 Energy 0.69%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.05M 7.56%
+291,457
2
$3.01M 7.47%
10,654
-373
3
$2.69M 6.67%
55,554
+4,449
4
$2.63M 6.52%
38,736
-2,380
5
$2.47M 6.12%
20,208
-710
6
$2.08M 5.17%
36,609
-2,018
7
$1.54M 3.83%
21,370
+10,533
8
$1.51M 3.74%
5,296
-1,110
9
$1.31M 3.26%
18,421
+15,639
10
$1.16M 2.88%
13,086
+6,346
11
$887K 2.2%
17,842
+402
12
$835K 2.07%
8,222
-1,505
13
$818K 2.03%
7,672
+2,641
14
$702K 1.74%
26,050
+14,273
15
$666K 1.65%
11,977
+6,850
16
$659K 1.64%
5,878
+1,850
17
$658K 1.63%
36,516
+16,637
18
$615K 1.53%
7,976
-1,907
19
$511K 1.27%
9,099
-5,251
20
$461K 1.14%
8,584
21
$456K 1.13%
4,160
-280
22
$454K 1.13%
+13,669
23
$440K 1.09%
3,559
-2,551
24
$397K 0.99%
3,958
+3,745
25
$356K 0.88%
8,294
-2,891
1
2 3 4 5