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
$98.5M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.22M
3
+$1.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$946K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$916K

Top Sells

1
+$1.17M
2
+$279K
3
+$235K
4
SAIC icon
Saic
SAIC
+$187K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$184K

Sector Composition

1 Technology 6.91%
2 Consumer Discretionary 5.3%
3 Financials 1.56%
4 Communication Services 0.81%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.47M 6.52%
11,041
+82
2
$4.88M 4.91%
8,286
+1,607
3
$4.69M 4.73%
168,305
+645
4
$4.3M 4.34%
11,066
-10
5
$4.16M 4.19%
206,647
-100
6
$4M 4.03%
7,817
+360
7
$3.83M 3.86%
47,127
+1,189
8
$3.29M 3.32%
13,596
-123
9
$3.17M 3.19%
41,868
-5
10
$3.08M 3.11%
17,317
+482
11
$2.88M 2.9%
28,917
+539
12
$2.57M 2.59%
50,668
+18,066
13
$2.43M 2.45%
9,692
-35
14
$2.4M 2.42%
54,294
-468
15
$2.36M 2.38%
5,598
+16
16
$2.26M 2.28%
22,559
+12,207
17
$2.14M 2.15%
34,326
+936
18
$2.04M 2.06%
11,643
+480
19
$2.01M 2.03%
15,607
+103
20
$2M 2.01%
17,333
+672
21
$1.88M 1.9%
38,491
+38,135
22
$1.81M 1.82%
25,757
+3,908
23
$1.42M 1.43%
46,822
-529
24
$1.35M 1.36%
31,291
-266
25
$1.34M 1.35%
4,636
+733
1
2 3 4 5