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
$83.8M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$804K
3
+$784K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$523K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$405K

Top Sells

1
+$1.05M
2
+$329K
3
+$309K
4
ORCL icon
Oracle
ORCL
+$238K
5
PHYS icon
Sprott Physical Gold
PHYS
+$218K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.84%
3 Financials 2.45%
4 Industrials 1.19%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.83M 4.51%
11,046
-51
2
$3.4M 4.01%
213,644
-13,713
3
$3.23M 3.8%
6,758
+469
4
$3.08M 3.63%
29,383
-730
5
$2.73M 3.22%
38,855
-2,827
6
$2.72M 3.21%
6,645
-80
7
$2.66M 3.14%
13,930
-248
8
$2.64M 3.11%
27,753
-271
9
$2.19M 2.58%
14,893
+439
10
$2.08M 2.45%
5,539
-28
11
$2.02M 2.39%
64,328
-3,361
12
$1.79M 2.11%
32,340
+490
13
$1.72M 2.03%
15,878
+115
14
$1.64M 1.94%
32,665
-3,176
15
$1.58M 1.86%
8,207
+570
16
$1.57M 1.85%
3,301
+852
17
$1.55M 1.82%
33,637
-22,748
18
$1.47M 1.74%
48,464
-2,394
19
$1.46M 1.72%
19,753
-820
20
$1.19M 1.41%
31,746
-1,120
21
$1.08M 1.27%
10,863
-653
22
$1.06M 1.25%
13,337
-64
23
$1.05M 1.24%
+11,210
24
$1.04M 1.22%
10,410
-600
25
$1.04M 1.22%
32,805
-562
1
2 3 4 5