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
$69.6M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.71M
3
+$1.29M
4
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.25M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$854K

Top Sells

1
+$3.36M
2
+$2.86M
3
+$1.68M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.38M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.33M

Sector Composition

1 Technology 3.77%
2 Consumer Discretionary 1.78%
3 Industrials 1.61%
4 Financials 0.84%
5 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.76M 8.27%
56,798
+3,308
2
$3.94M 5.66%
256,449
-37,654
3
$3.29M 4.73%
47,364
-9,661
4
$3.02M 4.33%
+60,110
5
$2.92M 4.19%
58,414
-1,674
6
$2.78M 3.99%
15,375
7
$2.76M 3.96%
29,081
+229
8
$2.36M 3.39%
6,502
-59
9
$2.19M 3.15%
21,900
-4,995
10
$1.92M 2.76%
14,251
-2,405
11
$1.89M 2.71%
4,160
+522
12
$1.81M 2.61%
75,778
+12,374
13
$1.81M 2.6%
+54,296
14
$1.73M 2.49%
32,300
+140
15
$1.46M 2.09%
+21,642
16
$1.36M 1.95%
18,464
+11,424
17
$1.34M 1.93%
11,943
-333
18
$1.23M 1.77%
+19,378
19
$1.15M 1.66%
11,981
-1,646
20
$1.14M 1.64%
17,687
+238
21
$1.14M 1.64%
6,534
+112
22
$1.07M 1.53%
13,500
-90
23
$986K 1.42%
11,077
-19,029
24
$752K 1.08%
7,541
+113
25
$739K 1.06%
8,937
+33
1
2 3 4 5