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
$58M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.52M
3
+$1.46M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.25M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.01M

Top Sells

1
+$302K
2
+$187K
3
+$84.1K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$76.9K
5
QLD icon
ProShares Ultra QQQ
QLD
+$63.8K

Sector Composition

1 Technology 2.63%
2 Industrials 1.28%
3 Consumer Discretionary 0.7%
4 Healthcare 0.67%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.09M 10.49%
120,838
+30,141
2
$5.31M 9.15%
352,647
+19,944
3
$5.3M 9.14%
52,012
+19,148
4
$3.25M 5.6%
18,356
+975
5
$3.19M 5.5%
41,847
-2,478
6
$2.75M 4.74%
38,101
+297
7
$2.55M 4.39%
37,414
+72
8
$1.66M 2.85%
46,015
+10,180
9
$1.61M 2.77%
5,792
+376
10
$1.58M 2.73%
17,622
+1,877
11
$1.58M 2.72%
26,146
+20,690
12
$1.48M 2.55%
40,629
+816
13
$1.46M 2.52%
+12,990
14
$1.46M 2.51%
14,027
+270
15
$1.41M 2.44%
28,658
-1,696
16
$1.27M 2.19%
10,714
-23
17
$1.16M 1.99%
10,678
+184
18
$1.09M 1.88%
13,652
-3,809
19
$981K 1.69%
+26,178
20
$966K 1.66%
2,874
+492
21
$836K 1.44%
11,327
+1,133
22
$644K 1.11%
5,560
-32
23
$591K 1.02%
16,591
+363
24
$576K 0.99%
1,721
-232
25
$541K 0.93%
4,442
-56
1
2 3 4 5