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
$47.9M
AUM Growth
+$1.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$528K
3
+$454K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$382K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$277K

Top Sells

1
+$1.37M
2
+$559K
3
+$267K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$265K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$214K

Sector Composition

1 Technology 2.46%
2 Industrials 1.76%
3 Healthcare 0.74%
4 Financials 0.59%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.45M 11.33%
109,892
-27,568
2
$3.89M 8.08%
319,209
-3,711
3
$2.92M 6.07%
9,072
-271
4
$2.85M 5.93%
37,715
-995
5
$2.7M 5.62%
18,907
-390
6
$2.64M 5.49%
53,914
-174
7
$2.3M 4.78%
35,531
-815
8
$1.91M 3.96%
24,045
-832
9
$1.91M 3.96%
18,862
+4,492
10
$1.4M 2.91%
37,053
+10,092
11
$1.3M 2.7%
12,795
+2,730
12
$1.07M 2.23%
9,385
-2,340
13
$986K 2.05%
26,242
+14,058
14
$982K 2.04%
34,484
+9,536
15
$961K 2%
8,719
-220
16
$947K 1.97%
32,650
-53
17
$894K 1.86%
10,947
+7
18
$789K 1.64%
13,516
+817
19
$689K 1.43%
2,132
-19
20
$665K 1.38%
+6,824
21
$507K 1.05%
4,068
22
$485K 1.01%
7,442
+2,539
23
$455K 0.95%
8,584
24
$427K 0.89%
8,394
-4,207
25
$420K 0.87%
5,724
-12
1
2 3 4 5