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
$58.3M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.09M
3
+$422K
4
IYR icon
iShares US Real Estate ETF
IYR
+$213K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$187K

Top Sells

1
+$1.8M
2
+$1.05M
3
+$419K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$375K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$211K

Sector Composition

1 Technology 3.81%
2 Industrials 1.66%
3 Consumer Discretionary 1.07%
4 Financials 0.89%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.38M 5.8%
239,842
-1,840
2
$3.26M 5.6%
38,489
-2,171
3
$2.58M 4.43%
56,771
+515
4
$2.53M 4.35%
14,939
-131
5
$2.53M 4.35%
28,146
-509
6
$2.15M 3.69%
43,710
-8,507
7
$1.93M 3.31%
31,334
-209
8
$1.92M 3.3%
61,080
-5,306
9
$1.89M 3.24%
+62,511
10
$1.77M 3.04%
6,665
+56
11
$1.68M 2.89%
4,379
+487
12
$1.64M 2.81%
14,382
-24
13
$1.58M 2.7%
32,565
+385
14
$1.45M 2.49%
14,736
-3,800
15
$1.44M 2.47%
13,313
+65
16
$1.42M 2.44%
47,922
-469
17
$1.18M 2.02%
23,929
+3,250
18
$1.16M 1.99%
18,881
+171
19
$1.09M 1.87%
+47,025
20
$997K 1.71%
11,504
-736
21
$914K 1.57%
13,123
-102
22
$904K 1.55%
10,788
+43
23
$820K 1.41%
9,881
-182
24
$810K 1.39%
6,234
+2
25
$767K 1.32%
10,076
-155
1
2 3 4 5