MIM

Macroview Investment Management Portfolio holdings

AUM $145M
1-Year Est. Return 20.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.63M
3
+$1.36M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$945K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$909K

Top Sells

1
+$759K
2
+$513K
3
+$498K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$470K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$418K

Sector Composition

1 Technology 2.18%
2 Industrials 1.26%
3 Healthcare 0.63%
4 Consumer Discretionary 0.51%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.31M 13.56%
128,179
+18,287
2
$4.09M 8.78%
311,468
-7,741
3
$3.37M 7.24%
34,079
+21,284
4
$2.74M 5.88%
10,631
+1,559
5
$2.55M 5.48%
17,247
-1,660
6
$2.52M 5.42%
43,777
+6,062
7
$2.23M 4.79%
42,694
+7,163
8
$2.08M 4.48%
43,466
-10,448
9
$1.92M 4.12%
63,391
+26,338
10
$1.86M 4%
22,964
+4,102
11
$1.38M 2.96%
+23,997
12
$1.21M 2.6%
+37,977
13
$1.15M 2.47%
18,400
-5,645
14
$931K 2%
10,279
+894
15
$790K 1.7%
26,226
-6,424
16
$789K 1.69%
10,775
-172
17
$675K 1.45%
14,564
+1,048
18
$609K 1.31%
2,357
+225
19
$534K 1.15%
4,396
-4,323
20
$454K 0.98%
6,357
-467
21
$436K 0.94%
+15,912
22
$422K 0.91%
4,081
+13
23
$415K 0.89%
8,584
24
$380K 0.82%
16,897
-17,587
25
$355K 0.76%
5,588
-136
1
2 3 4 5