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
$46.6M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.38M
3
+$1.21M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$901K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$797K

Top Sells

1
+$627K
2
+$525K
3
+$501K
4
WTPI
WisdomTree Equity Premium Income Fund
WTPI
+$396K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$380K

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 13.51%
128,179
+18,287
2
$4.09M 8.74%
311,468
-7,741
3
$3.37M 7.22%
34,079
+21,284
4
$2.74M 5.86%
10,631
+1,559
5
$2.55M 5.46%
17,247
-1,660
6
$2.52M 5.4%
43,777
+6,062
7
$2.23M 4.77%
42,694
+7,163
8
$2.08M 4.46%
43,466
-10,448
9
$1.92M 4.1%
63,391
+26,338
10
$1.86M 3.98%
22,964
+4,102
11
$1.38M 2.95%
+23,997
12
$1.21M 2.59%
+37,977
13
$1.15M 2.46%
18,400
-5,645
14
$931K 1.99%
10,279
+894
15
$790K 1.69%
26,226
-6,424
16
$789K 1.69%
10,775
-172
17
$675K 1.44%
14,564
+1,048
18
$609K 1.3%
2,357
+225
19
$534K 1.14%
4,396
-4,323
20
$454K 0.97%
6,357
-467
21
$436K 0.93%
+15,912
22
$422K 0.9%
4,081
+13
23
$415K 0.89%
8,584
24
$380K 0.81%
16,897
-17,587
25
$355K 0.76%
5,588
-136
1
2 3 4 5