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
$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
+$981K

Top Sells

1
+$304K
2
+$189K
3
+$83.6K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$77.6K
5
QLD icon
ProShares Ultra QQQ
QLD
+$66.9K

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 10.41%
120,838
+30,141
2
$5.31M 9.08%
352,647
+19,944
3
$5.3M 9.07%
52,012
+19,148
4
$3.25M 5.56%
18,356
+975
5
$3.19M 5.45%
41,847
-2,478
6
$2.75M 4.7%
38,101
+297
7
$2.55M 4.35%
37,414
+72
8
$1.66M 2.83%
46,015
+10,180
9
$1.61M 2.75%
5,792
+376
10
$1.58M 2.71%
17,622
+1,877
11
$1.58M 2.7%
26,146
+20,690
12
$1.48M 2.53%
40,629
+816
13
$1.46M 2.5%
+12,990
14
$1.46M 2.49%
14,027
+270
15
$1.41M 2.42%
28,658
-1,696
16
$1.27M 2.18%
10,714
-23
17
$1.16M 1.98%
10,678
+184
18
$1.09M 1.87%
13,652
-3,809
19
$981K 1.68%
+26,178
20
$966K 1.65%
2,874
+492
21
$836K 1.43%
11,327
+1,133
22
$644K 1.1%
5,560
-32
23
$591K 1.01%
16,591
+363
24
$576K 0.99%
1,721
-232
25
$541K 0.93%
4,442
-56
1
2 3 4 5