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
$46.2M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$918K
3
+$603K
4
PHYS icon
Sprott Physical Gold
PHYS
+$513K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$256K

Top Sells

1
+$638K
2
+$272K
3
+$168K
4
DYLS
WisdomTree Dynamic Long/Short U.S. Equity Fund
DYLS
+$163K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$150K

Sector Composition

1 Technology 2.24%
2 Industrials 1.75%
3 Healthcare 0.72%
4 Real Estate 0.58%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.88M 14.87%
137,460
+121,634
2
$3.82M 8.25%
322,920
+43,376
3
$2.77M 6%
9,343
-504
4
$2.77M 5.99%
38,710
+551
5
$2.68M 5.8%
19,297
+164
6
$2.66M 5.76%
54,088
+2,764
7
$2.18M 4.71%
36,346
-299
8
$1.83M 3.97%
24,877
-308
9
$1.33M 2.87%
14,370
-197
10
$1.31M 2.83%
11,725
+5,412
11
$1.02M 2.21%
10,065
+2,517
12
$1M 2.17%
8,939
-71
13
$940K 2.03%
26,961
+42
14
$922K 1.99%
32,703
+32,570
15
$796K 1.72%
10,940
-3,740
16
$714K 1.54%
12,699
-82
17
$689K 1.49%
24,948
-2,392
18
$649K 1.4%
5,443
19
$642K 1.39%
12,601
+4,449
20
$642K 1.39%
2,151
+63
21
$486K 1.05%
4,068
-43
22
$472K 1.02%
8,584
23
$418K 0.9%
12,184
+2,333
24
$373K 0.81%
4,793
-115
25
$321K 0.69%
5,736
+2,732
1
2 3 4 5