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
$38.5M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$458K
2
+$304K
3
+$281K
4
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$254K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$147K

Top Sells

1
+$945K
2
+$466K
3
+$374K
4
XNTK icon
SPDR NYSE Technology ETF
XNTK
+$272K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$240K

Sector Composition

1 Technology 2.3%
2 Industrials 2.27%
3 Healthcare 0.96%
4 Energy 0.72%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.17M 8.22%
279,544
-11,913
2
$2.88M 7.49%
9,847
-807
3
$2.65M 6.87%
38,159
-577
4
$2.55M 6.61%
19,133
-1,075
5
$2.52M 6.53%
51,324
-4,230
6
$2.15M 5.59%
36,645
+36
7
$1.86M 4.82%
25,185
+3,815
8
$1.33M 3.46%
14,567
+1,481
9
$1.07M 2.77%
14,680
-3,741
10
$991K 2.57%
9,010
+1,338
11
$930K 2.41%
26,919
+13,250
12
$790K 2.05%
15,826
-2,016
13
$768K 1.99%
7,548
-674
14
$753K 1.95%
27,340
+1,290
15
$712K 1.85%
12,781
+804
16
$680K 1.76%
6,313
+2,355
17
$646K 1.68%
5,443
-435
18
$638K 1.66%
35,780
-736
19
$615K 1.6%
2,088
-3,208
20
$489K 1.27%
8,584
21
$473K 1.23%
4,111
-49
22
$415K 1.08%
8,152
+1,275
23
$384K 1%
4,908
-3,068
24
$370K 0.96%
10,873
+697
25
$353K 0.92%
9,851
+8,487
1
2 3 4 5