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
$65.1M
AUM Growth
+$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$90.6K
3
+$72.5K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$71.5K
5
DUK icon
Duke Energy
DUK
+$43.1K

Top Sells

1
+$78.1K
2
+$53.2K
3
+$38.3K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$35.5K
5
MMM icon
3M
MMM
+$35K

Sector Composition

1 Technology 4.68%
2 Industrials 1.62%
3 Consumer Discretionary 1.55%
4 Healthcare 0.87%
5 Energy 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.55M 5.45%
237,766
-2,006
2
$2.95M 4.53%
30,226
-393
3
$2.81M 4.32%
41,701
+1,059
4
$2.69M 4.14%
28,562
+107
5
$2.63M 4.04%
57,403
+203
6
$2.63M 4.03%
14,729
-35
7
$2.62M 4.03%
5,879
+361
8
$2.52M 3.87%
6,826
+81
9
$2.08M 3.19%
67,992
+2,372
10
$1.97M 3.03%
14,641
+192
11
$1.83M 2.81%
36,745
-1,567
12
$1.7M 2.61%
32,515
-195
13
$1.53M 2.35%
52,497
-86
14
$1.47M 2.25%
13,741
-26
15
$1.44M 2.21%
20,996
-138
16
$1.21M 1.86%
6,251
+14
17
$1.2M 1.85%
46,834
-526
18
$1.15M 1.77%
11,573
-533
19
$1.14M 1.76%
19,349
+58
20
$1.09M 1.67%
9,117
+38
21
$1.07M 1.64%
11,624
+323
22
$1.03M 1.59%
31,084
-246
23
$1.03M 1.58%
42,450
-707
24
$1.02M 1.56%
13,539
+19
25
$1.01M 1.55%
10,598
+90
1
2 3 4 5