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
$77.9M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$1.37M
2 +$443K
3 +$235K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$189K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$67.3K

Top Sells

1 +$1.38M
2 +$1.19M
3 +$1.16M
4
GLD icon
SPDR Gold Trust
GLD
+$487K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$418K

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 1.8%
3 Industrials 1.23%
4 Healthcare 0.75%
5 Financials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.77M 7.37%
53,490
-1,340
2
$4.26M 5.43%
57,025
+20
3
$4.22M 5.39%
294,103
-6,090
4
$3.39M 4.33%
68,494
-23,926
5
$3.17M 4.04%
60,088
-7,930
6
$2.86M 3.66%
30,106
-82
7
$2.86M 3.66%
106,359
-11,266
8
$2.83M 3.62%
28,852
-135
9
$2.73M 3.49%
26,895
-11,392
10
$2.63M 3.36%
15,375
-2,847
11
$2.61M 3.33%
6,561
-98
12
$2.42M 3.1%
16,656
-243
13
$1.9M 2.42%
48,095
+1,708
14
$1.82M 2.33%
32,160
-505
15
$1.81M 2.31%
51,961
-2,184
16
$1.8M 2.3%
37,993
+562
17
$1.75M 2.24%
63,404
+8,523
18
$1.74M 2.22%
3,638
+77
19
$1.5M 1.92%
13,627
-1,287
20
$1.47M 1.88%
21,715
+901
21
$1.44M 1.83%
8,662
-59
22
$1.38M 1.76%
12,276
+12,233
23
$1.17M 1.49%
17,449
+202
24
$1.16M 1.48%
13,590
+665
25
$1.14M 1.46%
6,422
-63